Joe Soto is a Licensed Financial Coach, Fiduciary Financial Adviser, and Air Force Veteran whose integrity, tenacity, and work ethic have all earned him a reputation as a strategic leader. Ultimately, his vision is to impart people with the knowledge they need to make informed financial decisions.
Over the course of a decade, Joe has garnered a wealth of experience in the financial space with an unblemished track record. Throughout that time, his continual success led to him ranking in the top 10% of Financial Advisors statewide at JP Morgan, in the top 10% of Emerging Financial Advisors at Suntrust, and as the #1 Financial Planner statewide with JP Morgan.
In addition to his extensive expertise and unwavering passion for financial mentorship, Joe obtained a Bachelor of Business Administration degree in Marketing. He also holds numerous Investment Licenses and a Financial Planning Certificate from NYU.
When he isn’t running his educational company, you can find this driven entrepreneur coaching soccer or spending quality time with his beautiful wife and their identical twin girls. He is also a night owl and lifelong learner.
Topics and Questions in this Interview
- Who needs a financial advisor?
- Are all financial advisors created equal?
- How to create a financial plan
- The importance of a team for execution.
- How to check the background of a financial advisor.