Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®, CCFC

Joseph’s passion for helping people meet their financial goals was ignited while a student at the University of Richmond. While there he had multiple internships with prestigious Wall Street firms which gave him an opportunity to witness firsthand the important impact a financial planner can have on people’s lives. He realized that helping people define their goals, develop a financial roadmap, and navigate through difficult decisions was his life’s calling.

Joseph holds several prestigious industry designations and is a designated Special Care Planner and college funding consultant, as well as a CERTIFIED FINANCIAL PLANNER® professional and an accredited investment fiduciary. Joseph has spoken on Bloomberg radio, has been quoted in newspapers and articles, and has been featured in several local media outlets. He is a member of the Barnum Center for College Planning, sharing his wealth of knowledge to parents and students to prepare them for the financial burden of higher education. His passion for teaching and educating goes beyond college planning, believing that with every meeting, he is expanding his client’s own personal knowledge. He brings that knowledge to Fortune 100 companies, where he teaches financial workshops. Joseph has won several awards and is a member of the Million Dollar Round Table.

His favorite pastimes include CrossFit®, spending time outdoors, and quality family time with his three children, Wyatt, Giada and Henry, his wife Angela, and Goldendoodle Charlie. Additionally, Joseph is on the board and a member of several local not-for-profit organizations, including routinely giving blood to The Red Cross.

Joseph is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance License # 0M58901  AR Insurance License #14137120 

Check the background of this investment professional on FINRA’s BrokerCheck