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Joseph M
Series 63, Series 65, Series 66
Bradenton, FL
Maslar Financial
Joseph Maslar is the principal of Maslar Financial and holds Series 63, Series 65, and Series 66 licenses, with eight years of industry experience. His career includes roles at Investacorp Advisory Services, Merrill, and Equitable Advisors before founding Maslar Financial in 2016. Maslar Financial serves individual and family clients by providing financial planning, investment management, financial education, insurance services, tax preparation, and consulting. The firm employs a Modern Portfolio Theory-based investment approach, primarily using low-cost index funds and ETFs, and combines advisory services with tax and insurance capabilities, including tax return preparation and commissionable insurance products.
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