Joseph Polanski, AIF®
For over 40 years, Joseph has helped individuals, families, and business owners manage their wealth and prepare for their financial future.
I began my career in 1983 with E.F. Hutton, and early on I realized that being an independent financial advisor allowed me to better serve my clients without the potential conflicts that can come with working for a large financial firm. Since becoming independent in 1985 and later affiliating with firms such as Cetera Wealth Services, I have valued the ability to provide objective advice focused on each client's individual goals and circumstances.
One of the most important lessons I've learned throughout my career is that every client's financial situation is unique. Good financial planning starts with taking the time to understand where someone is today, where they want to go, and what matters most to them. I especially enjoy working with individuals and families who are approaching or living in retirement and helping them develop a thoughtful retirement income plan.
Since 1983, I've had the privilege of helping clients make informed financial decisions and work toward their long-term goals. I believe personalized service and a strong client relationship are essential to developing a financial strategy that fits each person's needs.
As an Accredited Investment Fiduciary (AIF®), I have completed specialized training and committed to the Code of Ethics and Conduct Standards associated with the designation. I believe these principles reinforce the importance of putting clients' interests first and maintaining a high standard of professional conduct.
Outside of work, I enjoy playing tennis, boating, and spending time with my wife, Janice, and our five children. I'm also passionate about supporting the Wounded Warrior Project, especially because two of my sons, Joey and Kevin, are Marines.