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Joseph F
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
Joseph Finneran is a CFP® professional with 44 years of experience in financial advising. He has been with Tricord Wealth Advisors since 1988 and has also worked at Omni Financial Securities, Inc. and World Choice Securities, Inc. In addition to his advisory work, he is involved in public foundation administration through the Stewardship Foundation. Tricord Wealth Advisors provides investment management and financial and business planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, offers periodic account reviews and written reports, and may utilize third-party money managers when appropriate.
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