About My Practice
Montgomery Financial Advisors is owned and operated by Joseph R. Caravello who has lived in Montgomery Township since 1985. He holds a B.A. from Brooklyn College and is a CFP licensee as well as a Registered Investment Advisor. His firm is fee-based and provides modular and comprehensive financial plans and investment portfolio design, construction and management.
Experience
Prior to running Montgomery Financial Advisors, Joe worked as an investment advisor and financial planner at Capital Planning Advisory Group, Inc. and at Merrill Lynch as a Vice President of Financial Systems in the Information Services area.
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Fixed annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RIA
Broker-Dealer Affiliation
None/NA
Considerations: Modular or comprehensive plans and ongoing portfolio management.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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