Joe Coletta, CFP®, APMA®
Designations and Licenses
Joe is a CERTIFIED FINANCIAL PLANNER™ professional
Experience and Education
As an associate wealth advisor, Joe supports a wealth advisory team by providing personalized financial solutions to help clients meet their needs and objectives. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Prior to joining Mariner Wealth Advisors, he was a wealth manager at Reed Financial Group. His past experience also includes serving as an underwriter at MetLife.
Joe has a bachelor’s degree from the University of Kansas and a master’s degree with a concentration in finance from Avila University.