About
Planning Futures
Since 2012, we have helped create programs and portfolios to meet long-term financial goals by establishing a mutually defined relationship based upon clear priorities, and realistic goals and needs.
Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
My overriding goal is to create a two-way partnership to help manage not just finances, but life itself. We like to personally analyze your goals and needs and compare them to your current situation. Then we recommend strategies designed to meet mutually agreed upon expectations.
Why Us?
Collectively, we have over 85+ years of Wall Street, Finance & life experience. I worked on the institutional side of the business for 22+ years; and, I believe experiences and relationships I developed over the years, give mea distinct advantage. Together we can leverage all these resources to come up with a mutually agreed upon plan of action! However, we also believe there is far more to life than just financial success. Investing is one pillar of a solid foundation to grow our relationship. We consider all aspects of comprehensive life planning including insurance, tax & estate.
ABout Joseph DiGiammo
Joseph DiGiammo, CFP® (Founder & President)
PROFESSIONAL EXPERIENCE: Joe is a financial services professional who brings 20+ years of experience in financial consulting/sales/trading/financial planning and management. Joe worked for Morgan Stanley in New York City in institutional equities, as a position trader and sales trader. In 2003, he opened Morgan’s first institutional trading desk in Boston, covering some of the largest institutions and hedge funds in the industry. Joe then went on to work for UBS in Boston for 5+ years and SIG for 2+ years working in the same capacity. Although Joe’s core competency has been in cash equity trading, he is fluent in most asset classes and has extensive experience trading options and ETFs. Joe is also an avid market technician, using charts and associated techniques to try to identify any relevant trends and/or entry/ exit points. Joe has extensive experience with the entire investment life cycle, and the tools and platforms that facilitate this process from the front to the back end..
EDUCATION:
Certificate of Financial Planning-- Merrimack College, 2011;
CFP® M.B.A. –Fordham University School of Business, 2003.
B.A.-Bates College, Lewiston, ME, Class of 1993.