Joseph Siciliano is a Vice President/Wealth Manager at Pinnacle Private Wealth. His focus is independent financial planning to individuals, families and business owners. Joseph's specialties include retirement planning, investment planning, asset allocation, estate and asset transfer planning and a host of other wealth management services.
Prior to joining the team at Pinnacle, Joseph was a Vice President/Senior Account Executive at Fidelity Investments Private Client Group where he was in charge of financial planning for high net worth families and businesses. Prior to working at Fidelity, Joseph had similar financial planning positions at Sovereign Bank and American Express. Now as a seasoned veteran with many years of experience, Joseph looks forward to giving his unbiased opinion as an independent advisor.
Joseph has been a life long Boston area resident and lives locally with his wife Frances. She was a very accomplished Boston attorney who recently became a Probate and Family Court Justice. They spend most of their free time traveling to watch their two children participate in various activities. Their son, Nicholas, plays hockey and lacrosse, and their daughter, Alexa, is a competitive dancer who will attend Marist College in the fall. In their free time they all enjoy relaxing at home, cooking and eating together.
Joseph is an Emerson College (Boston, MA) graduate and holds a Bachelor of Science in Communication. His industry certifications include Life, Accident and Health Insurance licenses from the Commonwealth of Massachusetts.
He is a CERTIFIED FINANCIAL PLANNER™ and holds FINRA Series 7,63 & 65 through Triad Advisors.