Daniel R. Joie, CFP®
Senior Associate
Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073
Phone: (610)355-7880
Fax: (610)355-7883
E-mail: djoie@cfg.nef.com
- Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
PROFESSIONAL QUALIFICATIONS & ACCREDITATIONS
- CERTIFIED FINANCIAL PLANNERTM practictioner
- Financial Planner, New England Securities
- Financial Professional for 23 years
- Graduate of Rutgers University, B.S. Degree in Accounting & Business Management
- Series 7, 22 & 63 securities registrations
- Registered Representative, New England Securities
AREAS OF CONCENTRATION
- Business Succession Planning
- Executive Compensation Plans
- Qualified (401K, IRA, Roth IRA) & Non-Qualified Retirement Programs
- Retirement Planning
- Educational Funding Strategies
- Wealth Accumulation & Distribution Strategies
- Estate & Family Legacy Planning
- Life, Disability Income & Long Term Care Insurance
INDUSTRY AFFILIATIONS
- National Association of Insurance and Financial Advisors
- Society of Financial Service Professionals
- Multi-year Leaders and Masters qualifier (awards bestowed by New England Financial and New England Securities)
PERSONAL
- Resides in Newtown Square, PA with his wife Beverly Bernstein-Joie
- Enjoys: time with his 3 children and 5 grandchildren, golf, yoga & travel
- Active with Variety Club & Children’s Hope Foundation
CREATIVE FINANCIAL GROUP
- Since 1976, CFG has delivered comprehensive, state of the art, financial solutions to a select group of executives, business owners and other successful individuals and families with unique planning and wealth management needs.
- Ranked one of the top ten Financial Services firms in the nation
- Routinely wins industry’s top awards for client and agent retention
