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Mini joe catanzarite guidevine
Catanzarite Financial Services, Inc.
South Bend, IN

Joe Catanzarite

CFP®
Planning to Preserve, Protect and Pass on Your Wealth
Score:
100

Meet Joe

JOSEPH CATANZARITE, CFP® is a recognized Financial Educator, Author, Speaker and Retirement Planner. He is the Co-Author of Retire Abundantly: The Proven Principles To Create A Worry Free Retirement With Less Stress and the upcoming book BUILD WEALTH Like A Shark – 93 Tips From Some Of North America’s Foremost Authorities On Building, Protecting and Passing On Wealth!, who shows executives, educators and business owners how to build and preserve…

JOSEPH CATANZARITE, CFP® is a recognized Financial Educator, Author, Speaker and Retirement Planner. He is the Co-Author of Retire Abundantly: The Proven Principles To Create A Worry Free Retirement With Less Stress and the upcoming book BUILD WEALTH Like A Shark – 93 Tips From Some Of North America’s Foremost Authorities On Building, Protecting and Passing On Wealth!, who shows executives, educators and business owners how to build and preserve their hard-earned wealth through tax smart planning. Joseph is on a mission to show clients how to “live fully in the moment and be fully prepared for the future.” Joe takes a unique approach to helping his clients. He knows that to be successful, he has to focus on moving people from feeling of fear, worry and chaos, to feelings of peace, freedom and renewed focus on making a big impact; on themselves, their spouse, family, friends and community.

Joe shares his experience and financial advice through a number of seminars and educational workshops, along with monthly articles in Forbes and other publications.

Beyond his dedication to his clients’ financial wellness, Joe enjoys spending time with his wife and three children in South Bend, Indiana.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

BA
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