Thomas M. Joseph

Thomas M. Joseph

CLU, ChFC, CASL, RICP®

Phone: 412-344-6244
Fax: 412-344-6171
E-mail:
 

A graduate of Penn State University, Tom Joseph brings over three decades of experience in asset accumulation, risk reduction strategies, and distribution to families, individuals and small business owners.

Tom has earned the industry's Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL) and Retirement Income Certified Planner (RICP) professional designations of The American College, as well as numerous sales and service honors.  He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Tom also is actively involved in industry organizations as a member of the Society of Financial Service Professionals; a member of the National Association of Insurance and Financial Advisors; a member of the Association for Advanced Life Underwriting.  Tom and his wife Teri have 3 children.