Joseph Fay Jr. joined Allied Wealth Partners in January of 2021, bringing with him seven years of experience as a Financial Advisor. Working out of the firm’s Manasquan, NJ branch he takes a holistic approach with his clients, focusing on their overall ‘Wealthcare.’ He uses this term to underscore his commitment to understanding his client’s needs/wants/goals/objectives and uniquely create investment & insurance solutions to help meet and then attempt to exceed their expectations. In Joe’s approach, there is no “one size fits all.”
As a graduate of the University of Connecticut with a Master’s degree in Organic Chemistry, Joe focuses a portion of his practice working with physicians and dental practices. His educational background and his work with Physician Protection Services provides him with the insights to better assist healthcare professionals to plan for and reach their financial goals.
Working with a wide array of clients including healthcare professionals, Joe believes he can better help them in achieving their financial goals by encouraging them to openly share their true objectives, to listen, learn, and allow him to help implement the proper strategies in order to provide a better-protected future for them and their families.
Joe uses a comprehensive approach when working with his clients to help ensure that safety, security, and stability is achieved. He utilizes many tools to assist the individuals and families he supports but focuses on retirement strategies using investments, life insurance, long-term care protection, as well as income and lifestyle protection. At the culmination of the process, Joe is able to provide his clients with a customized, well organized wealth management dashboard which provides consolidation and projections of cash-flow-models which demonstrate possible paths to financial success, both today as well for future retirement.
Joe has been recognized as a regular member of the Million Dollar Round Table from 2013-2015.
A resident of Wall, NJ, he has three sons and one daughter. In his free time, he enjoys cycling, skiing, and hiking.
Joseph is a registered representative and investment advisor representative of Securian Financial Services, Inc. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this financial professional is not a guarantee of future financial results. Investors should conduct their own evaluation. 3506666; 3-2021