Joseph V. Benedetti
AAMS®, CFP®
Since 1996, Joe has been helping people Act Towards Success in areas like spending plans, asset allocation, building lifetime incomes, and creating lasting legacies.
Here are some interesting facts about Joe:
- Grew up with two older sisters, a union member dad and homemaker mom.
- Was inspired in the 4th grade by a Sunday school teacher who was a financial professional.
- Graduated High School Valedictorian of Faith Christian School in Williams Bay, WI.
- Earned his own union card working very hard through college.
- Graduated Valedictorian with a perfect 4.0 GPA from Cornerstone University in Michigan.
- Received the Wall Street Journal Student Achievement Award in 1996.
- Maintains an AAMS® designation and CFP® certification.
- Certified Kingdom Advisor® Member.
- One of the few advisors that will answer any question you have and post his cell number for clients to call when they are nervous.
Phone
815-526-3312
E-mail
joe@5oakswealth.com