Joseph Burdi

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Professional

Joe Burdi works with quality families, individuals and businesses to understand their asset allocation needs and provide innovative solutions tailored to their situation.

Joe specializes in asset allocation and income protection, estate analysis, personal and business needs analysis.

Joe has earned the Certified Financial Planner™ (CFP®) certification, and the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, Pennsylvania.