Joseph P. Silvestri

CERTIFIED FINANCIAL PLANNERTM

ChFC®, CLU®, CASL®, CLTC®

FINANCIAL REPRESENTATIVE

 

 

 

Our Mission:
To provide our clients and centers of influence with the best financial services available. Our focus is on the education of and, successful planning for, our clients to accomplish current and future financial goals.

 

 

 

 

“Today’s economic environment has created numerous financial challenges, whether planning for retirement, educational funding, optimizing tax strategies or looking to secure your family’s legacy, the need for professional guidance has never been greater.”

 

Meeting your needs with:

Personal Financial Assessment

Investment Planning

Wealth Accumulation Strategies

Portfolio Analysis

Estate Planning

Retirement Strategies

Asset Protection

Annuities

 

Joe is a Financial Representative at Creative Financial Group of New Jersey. His unique ability to identify client’s needs and pair them with the current financial landscape has rewarded him with many prestigious industry awards for over two decades. Joe is constantly analyzing trends and looks for the best solution relative to the alternatives. He is forward looking, focusing on economic trends and the global economy as a whole. He believes that it is imperative to stay in contact with clients so that he can apply new strategies and implement a necessary course based on political policies and what domestic and foreign markets dictate.

 

BA in Finance Boston University 1987

Over 20 years of Industry Experience

Nationally recognized top Advisor with New England Securities

Member of the prestigious Inner Circle Platinum Producer Group

CFP®, ChFC, CASL, CLTC – American College

Member Million Dollar Round Table and Court of the Table

Master’s and Chairman’s level qualifier with New England Financial – signifying the
highest level of achievement

Member of the exclusive Ed Slott Elite Advisor Group

Foundation President of Monmouth Mental Health Association

Regular speaker The College of New Jersey Finance Department

Public speaker and Advocate for Financial Literacy