Roberto Joseph joined the Allied Wealth Partners team in May of 2019.
Currently residing int East Orange, New Jersey, Roberto earned a Bachelor of Administration in Finance from the Fox School of Business and Management at Temple University in 2012. Prior to joining the firm, Roberto was employed by ABM Industries for 6 years, most recently in an Analyst role. In this position he had responsibility for revenue and expense analysis, budgeting, and liability allocations.
Using the experiences he gained in his previous financial roles, Roberto prides himself in providing his clients with a wholistic approach in helping them to meet their financial objectives.
Using the motto “You can take the path less traveled, but why not build your own road” as the foundation of his practice. Roberto strives to offer his clients with solutions to meet their unique financial needs. This includes assisting them in strengthening their individual financial household, building wealth, and protecting their assets.
He is Series 7 and 66 registered, and has his Life and Health licenses, Roberto benefits from access to a team of diverse financial experts, with access to quality internal and external resources.
In his spare time Roberto enjoys spending time with his wife and daughter, as well biking, hiking and participating in intramural sports.
Temple University – Bachelor of Arts, Finance
Registrations and Licenses:
FINRA, Series 7, 66
Life & Health