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Joseph P
CFP®, Series 63, Series 65
Lost City, WV
Cetera
Joseph Palumbo is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has held roles at various firms including Avantax and operates Palumbo Financial & Tax Services LLC, where he provides tax preparation and accounting services. Outside of advising, he serves as Vice President of an amusement company and is the Treasurer/Comptroller for the Maryland Society of Accountants PAC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and $256 billion in assets under management.
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