Joe is a Certified Financial Planner® professional and serves as a Wealth Manager at Canty Wealth Management. He earned his Bachelor of Science in Finance, with a minor in Accounting, from the University of Tampa. Joe pursued additional studies at the NYU School of Professional Studies to secure his CFP® Certification.

Joe works with clients to coordinate investment management, financial planning, and tax strategy within a single, integrated framework. During his free time, he enjoys activities such as golfing, spending time outdoors, and spending quality time with friends and family.