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Joseph S
Series 65
West Palm Beach, FL
Sinopoli & Sinopoli FInancial Services, LLC
Joseph Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved with the firm since 2001. In addition to his advisory role, he serves as vice president of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting practice he has been part of since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to a third-party provider. Its formal affiliation with an accounting firm is a distinctive feature among similarly sized advisory teams.
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