Joe Piszczor CFP®

Joe Piszczor CFP®

CERTIFIED FINANCIAL PLANNER™

Joe started his practice in 2006 after graduating from Mercyhurst College, Erie, PA with a B.S. in Business Management. He is a CERTIFIED FINANCIAL PLANNER™ and has worked with his clients in many areas concerning

  • Strategic Wealth Management
  • Retirement and Cash Flow Planning
  • Estate Planning
  • Business Planning and Succession Management
  • Employee Benefits
  • Tax Management
  • Investment Management
  • Charitable Giving and Endowment Planning

In addition to serving his clients, Joe is passionate about serving his community. He has held positions on many local organizations including.

  • Washington Rotary Club - Past President (2007-Present)
  • Rotary District 7330 – Public Image Chair (2017-Present)
  • David Bradford House and Whiskey Rebellion Festival - Past Treasurer – (2013-Present)
  • Literacy Council of Southwest PA -Treasurer (2011-2013)
  • Lemoyne Community Center - Treasurer
  • Leadership Washington County (2017-Present)
  • Washington and Jefferson Rugby and Wrestling Coach 2015-Present

In his personal life, Joe is also an avid outdoorsman and enjoys most outdoor activities. Joe has been married to his beloved wife Katelyn three years. They enjoy gardening, cooking and playing with their dog Buddy.