Joe Coletta, CFP^®, APMA^®

Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Portfolio Management Advisor^SM.

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.