Joe Farella, CFP®, CLU®, CWS®
Joe served in the United States Marine Corps as both an enlisted Marine and a commissioned officer. Prior to joining AAFMAA Wealth Management & Trust, he spent 20 years providing financial advice at well-known Wall Street firms. He holds the Certified Financial Planner (CFP®) designation along with the Chartered Life Underwriter (CLU®) and the Certified Wealth Strategist (CWS®) designations.
He cultivates long term relationships by providing customized wealth management solutions that help our members realize their goals and aspirations.