Joseph K. Bannon Jr., CFP®, CFS®, AIF®
Joe is founder and president of Bannon & Company. He started the firm to offer clients an independent platform for financial planning and investment services. As a financial advisor and CERTIFIED FINANCIAL PLANNERTM practitioner, Joe has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with, thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress he and his clients are making together toward reaching those goals and objectives. With Joe, clients can expect to receive personalized advice and active investment strategies required by sophisticated investors. Joe meets with clients regularly to ensure that their financial lives are consistent with their personal circumstances.
Joe received his BS in finance from Villanova University and has 24 years of investment experience. Prior to founding Bannon & Company in 2008, he worked in the financial services industry for an independent broker/dealer and previously with a major Wall Street firm.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Certified Fund Specialist (CFS®) designation, the oldest in the mutual fund industry, is owned by the Institute of Business & Finance. The CFS® designation is awarded to finance professionals who complete the initial and ongoing certification requirements.
Accredited Investment Fiduciary® (or AIF®) is a professional designation from Fiduciary360. These marks are awarded to recipients of formal training in investment fiduciary responsibility.