Joe Colosimo AIF
(928) 237-5764
jcolosimo@woodburyfinancial.net
- Accredited Investment Fiduciary
- Life, Health, and Long-Term Care Insurance Licensed
Joe Colosimo has been in the financial services field since 2000. He was an educator for fourteen years and has a BA in English and Psychology and an MS in Education. Joe is a member of Financial Advisor Network (FAN) at Azusa Pacific University, which helps to provide affordable education through planned charitable giving. Joe holds Life, Health, and LTC licenses. Joe is also a designated 3(21) Accredited Investment Fiduciary (AIF®) and is able to offer fiduciary services for retirement plans. He is also a published author. Joe is dedicated to providing superior investment management, strategic wealth planning, and a fiduciary-level of care that is specific to his client's needs. Joe brings his clients wealth management with a defined process that gives his clients a standard of care that allows them to obtain a work-option lifestyle. His primary focus is on retirement plans, specifically employer-sponsored plans. Joe lives in Prescott Valley, AZ and serves clients in AZ, CA, and other states.
When I'm not serving my clients . . .
