Joseph A. Petrillo VICE PRESIDENT & FINANCIAL PLANNER

VICE PRESIDENT of INVESTMENTS and FINANCIAL PLANNER

Hello.  My name is Joe Petrillo.  Welcome to my new, updated website!

I am completely different from the traditional financial planner.  In my professional opinion, most planners nowadays compare their clients investments to PIE CHARTS.   They often show and base recommendations on historical rates of returns, which do not provide the whole story and are no guarantee of future results.

My mission statement:  I specialize in using low risk financial vehicles that can offer high rewards.  Other planners use the analogies of low risk, low return or high risk, high return.  I am going to teach you that it is not the rate of return that matters, but the way you position underperforming dollars into areas that will allow your money to benefit from multiple philosophies.  Together, we will look to perfect the three main areas of your plan, which are Protection, Savings, and Growth Elements.

As a Vice President of Investments and Financial Planner of Garden State Securities, I am dedicated to helping individuals, families, and businesses build, protect, and conserve their financial futures.  To keep up to date and develop my professional skills over my ten year career, I have regularly attended industry training and certification programs.  This resulted in me becoming licensed in the following areas:

  • FINRA SERIES 7 LICENSE
  • FINRA SERIES 66 LICENSE
  • Life Insurance License
  • Health Insurance License

My academic achievements include:

  • A Bachelor of Arts in Economics, Business, and Finance from Lafayette College
  • A minor in Art History
  • In August 2007, I earned a Certification as a Retirement Planning Specialist from The Wharton School, University of Pennsylvania.

Maintaining a strong sense of community and solid professional foundation are very important to me.  My community activities and professional affiliations include:

  • Member of the National Association of Insurance and Financial Advisors
  • Member of the Million Dollar Round Table
  • Lafayette College Alumni Association

My education, experience, and professional affiliations have fostered my ability to offer sound financial advice and paramount planning services to my clients.  Together, we will formulate a personalized strategy to help you reach your goals, and strive to achieve maximum wealth, happiness, and success throughout your lifetime.

Thanks for visiting my site and never hesitate to contact me regarding any questions you may have. 

For additional information on my Firm, please visit www.gardenstatesecurities.com.
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