Joe Dispenza has over 35 years experience in the Financial Services industry, including a background in Investment Planning for Individuals, Corporate Treasury Management, and Health Insurance. He joined LPL Financial in January, 2001.
Prior to focusing on investments for individuals, Joe was responsible for managing the short- and intermediate-term investment pools, as well as the cash management operations, for Prudential Financial in Newark, New Jersey. His extensive background in financial services provides him with the skills and experience needed to professionally manage investments for individuals and businesses.
Joe earned his Bachelor of Science Degree in Management from Kean University. As a Registered Representative with LPL Financial he holds Series 7, Series 63, and Series 65 securities registrations with LPL Financial in New Jersey, New York, Connecticut, California, Georgia, Idaho, Pennsylvania, Maine, North Carolina, Texas, Wisconsin, Florida, Virginia and Arizona. In addition, he holds Life and Health insurance licenses in New Jersey.
Joe completed the CERTIFIED FINANCIAL PLANNER™ Practitioner program at Fairleigh Dickinson University in November, 2004, and has been authorized by the CERTIFIED FINANCIAL PLANNER™ Practitioner Board of Standards Inc. (CFP Board) to use the CFP® and CERTIFIED FINANCIAL PLANNER™ Practitioner certification marks in accordance with CFP Board certification and renewal requirements.
Joe resides in Hunterdon County, New Jersey.