Joseph Brady

Putting my clients best interests at heart when making the appropriate recommendations is the cornerstone of my practice. I have been a well-respected Personal Financial Representative and Insurance Agent having over 20 years experience providing clients with specialized solutions that blend financial, insurance, and estate planning strategies. My experience and national training in the matters of individual, business and senior investors, provides me the ability to help my clients define and achieve their financial goals. I assist investors preserve their capital, increase their income, and more profitably organize their investments. People, who consult with me, find that they create long term wealth while providing immediate financial security for their loved ones.

For others, they find I can create the proper life insurance protection program for their family, prepare a college savings plan for their children, and implement a strategic retirement and insurance plan for themselves or businesses.

Experience

Personal Financial Representative
Allstate
May 2001 - Present · 22 yrs 3 mos
Paramus, NJ

Education
DePaul University
Bachelor's degree, Marketing/Marketing Management 2004 - 2008
Activities and societies: Golden Key International Honor Society 2008Activities and societies: Golden Key International Honor Society 2008
The Golden Key International Honor Society is a non-profit organization founded in 1977 to recognize academic achievement among college and university students in all disciplines. The Golden Key International Honor Society is a non-profit organization founded in 1977 to recognize academic achievement among college and university students in all disciplines.

Cornell University
Certificate in Financial Management, Finance, General

Cornell University
Certificate in Executive Leadership, Organizational Leadership

Licenses & certifications

AIB Retail Branch Management
American Bankers Association
Certified Risk Analyst
GAFM Global Academy of Finance and Management
Certified Senior Advisor
Society of Certified Senior Advisors
Certified in Long Term Care
The Corporation of Long Term Care
Chartered Asset Manager
AAFM American Academy of Financial Management
Chartered Mutual Fund Counselor
College for Financial Planning
Chartered Trust and Estate Planner
GAFM Global Academy of Finance and Management
Executive Leadership
Cornell University
Financial Management
Cornell University
Professional Certificate in Portfolio Management
New York Institute of Finance
Series 63 - Uniform Securities Agent
Series 65 - Registered Investment Advisor Representative
Series 7- General Securities Representative