Broker Check
Joseph A. Latona, CLTC, CLU, CFP

Joseph A. Latona, CLTC, CLU, CFP

President and Founder

Joe is a 2005 graduate of St. Anselm College in Manchester, NH, where he earned a Bachelor's of the Arts in Theology. He is married with a young son and lives in Southern New Hampshire.  Joe is active in his church and serves on the board of Holy Family Academy in Manchester, NH.

Joe began his career in financial services shortly after graduation with a John Hancock agency in Andover, MA.  He holds his Life, Accident, and Health insurance licenses in multiple states and has the Series 7, 65 and 63 securities registrations through LPL Financial.  Joe also holds the following professional designations: Certified in Long Term Care Planning, Certified Life Underwriter along with Certified Financial PlannerTM Professional.

In addition to full financial planning and insurance consulting, Joe has focused on assisting individuals with their need for health insurance coverage during retirement. He has helped many individuals select Medicare coverage options. To keep current, Joe completes at least eight subject courses annually, and also researches industry sources extensively. In fact, the health care consulting component of his practice has become an important service available for his financial planning clients.