CA Insurance Lic. 0722614
With over 26 years of experience in the financial industry, Joseph Fonte merged his practice with Alliance Wealth Strategies to assume the role of Director pf Corporate Retirement Plans.
Joe is an Investment Advisory Representative and holds a Chartered Retirement Plan Specialist (CPRS) designation, the highest designation for retirement plan consultants through the College for Financial Planning. Joe earned his Bachelor of Arts from Colombia College and holds Life & Health Insurance, Series 6, 63 and 65 licenses with United Planners Financial Services.
Before merging with Alliance Wealth Strategies, Joe served as President of The Source Financial Group. Additionally, over his career Joe has served in various executive level positions providing strategic guidance and oversight on Corporate Retirement Plan solutions.
Throughout his career, Joe has published numerous journals and articles on Corporate Retirement Plans. Additionally, Joe is actively mentoring advisors desiring to learn about Corporate Retirement Plan solutions.