Joseph G. Campisi

 

President/Chief Executive Officer

CampisiJ@campisifinancial.com

Joe is the heart and vision of the CFN team.

A graduate of Temple University in Philadelphia, PA, Joe has been a tax specialist for over 30 years and began as a financial services representative in 1991. Joe recognizes the importance of balancing profession, community and family.

He is a highly respected and active member in the financial services profession, and he is also heavily involved in his community, actively supporting a host of local charities. He previously served on the Board of Directors for Generation Hope, a nonprofit organization dedicated to helping teen parents obtain college degrees. 

Joe is a member of the Financial Planning Association (FPA) and he has served in both the National Association of Enrolled Agents (NAEA), and the Pennsylvania Society of Enrolled Agents (PSEA) in various capacities. For a time he served as PSEA president.

Joe is an independent advisor for The Estate Plan™.

Joe holds the following professional licenses or designations:

  • Certified Financial Planner® (CFP®); CFP® Board
  • Certified Wealth Preservation Planner™ (CWPP™)
  • Certified Asset Protection Planner™ (CAPP™)
  • Enrolled Agent (EA); U.S. Department of Treasury, No. 46619
  • Series 6 – Investment Company Products/Variable Contracts Limited Representative
  • Series 7 – General Securities Representative
  • Series 22 – Direct Participation Programs Limited Representative
  • Series 24 – General Securities Principal
  • Series 31 – Managed Futures
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Advisor Law Examination
  • Life Insurance Agent – Accidental and Health, Life and Fixed Annuities, Variable Annuities