Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Joe offers his years of experience, education, and expertise to implement personalized planning strategies for clients. Our firm, Avanti Wealth Management, specializes in full service, holistic financial planning, tax clarity, wealth management, estate legacy and protection planning. The Avanti core team has over 150 years of combined professional financial industry experience. We have successfully managed clients’ financial planning through an incredible range of market environments, building a reputation in the financial community for solid direction, integrity, and a commitment to client service. We truly are interested in our clients, -their families, livelihood, and legacy. We work with clients in their unique financial experience to realize their life vision and purpose through effective and insightful ideas that integrate both financial and spiritual values. Avanti offers innovative perspectives, providing clients with substantial, lasting growth and results that matter. Joe is a Certified Financial Fiduciary ®, Chartered Financial Consultant ®, Certified Estate Planner®, Certified Kingdom Advisor®. He is a FINRA Registered Principal of GA Repple & Company, Broker Dealer and Registered Investment Advisor and COO of Avanti Wealth Management LLC, Investment Advisor. His memberships are current as a Member of the National Association of Certified Financial Fiduciaries, a Top of the Table qualifying member of the financial industry’s Million Dollar Round Table as well as a member of numerous national and local industry organizations such as the National Association of Insurance and Financial Advisors, Charter and Qualified Member - Kingdom Advisors, Society of Financial Service Professionals and C12 Group- a CEO Advisory Group. Joe has served on charitable and business boards including Advent Health Planned Giving Board (formerly Florida Hospital) and has been honored numerous times as a “Million Dollar Advisor” for the foundation. Joe is a current member and past president of Probus, an Italian American business owners and professional association. Born and raised in Long Island NY and now living in Florida for over 30 years, Joe enjoys time on the water, good conversations and humor, great Italian food, and spending time anywhere with family and friends. Joe and his wife, Leisa, have two beautiful daughters and two lively grandchildren and they all live in Central Florida.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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