Joseph Saracena, CFP®, ChFC

Financial Planning

Senior Financial Planner

Email: jsaracena@fortpittcapital.com

FOCUS

Joe focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring.

CAREER HIGHLIGHTS

Joe joined Fort Pitt Capital in 2023 with over 20 years of experience in financial and insurance planning.  He has worked in financial planning with large regional banks and had a financial advisor practice with several large insurance companies.  Before financial services, he worked in information technology in the defense arena of Washington, D.C. and Northern Virginia.

EDUCATION

Executive Certificate in Financial Planning, Florida Inst. Technology
MS, Mgt Information Systems, The American University
BS, LaRoche College, Admin & Mgt, Grad Cert Accounting
AS, Community College Allegheny County, Biology, Aviation

PERSONAL

In his free time, Joe spends time on home renovation projects, working out, and spending time with friends and family.

Talk With Our Team

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.