Joseph V. Barbetta, CFP, ChFC, RICP

Joseph V. Barbetta, CFP® focuses on risk management and wealth accumulation planning for individuals and families, with guidance towards and through income distribution in retirement.

With an understanding of your objectives, your tolerance for risk and your time horizon, Joe and his partners will help you create a long-term investment strategy utilizing one or more of a variety of investment platforms. Upon retirement, he will craft an efficient income strategy that takes into consideration your changing needs during retirement, as well as your legacy and estate objectives. He will also strengthen the foundation of your financial plan by presenting insurance strategies that are built to evolve with your changing needs for family protection, estate preservation and business planning. Finally, he will provide ongoing follow-up to ensure that your strategies remain current and on schedule.

Joe joined Equitable Advisors in November of 2000. In March of 2004 he attained the CERTIFIED FINANCIAL PLANNERTM professional designation and in October 2006 was awarded the title of Retirement Planning Specialist by Equitable Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

Joe was raised in Rockville, MD and attended the Fairfield College Preparatory School in Fairfield, CT before obtaining a bachelor's degree in public relations from Marquette University in 1993.

Joe was elected a 2014 American Cancer Society New England Division Board of Directors and also serves as a legislative ambassador with the American Cancer Society's Cancer Action Networksm. An avid hockey fan, Joe spent 7 years working in professional hockey and co-founded the first-ever youth hockey program in Santa Fe, NM.

_{Joseph V. Barbetta, CFP offers securities and advisory services through Equitable Advisors (NY, NY 212 314-4600), member FINRA, SIPC, Annuity and life insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries.}

_{Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.}