Joe Coletta, CFP^®, APMA^®

Designations and licenses

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

Experience and education

Joe works with a wealth team that provides individuals and families with customized wealth management, including investment recommendations, to help them grow and protect their wealth. He develops and implements financial plans, tax strategies and asset allocation. He previously served as an associate wealth advisor and client service associate with Mariner.

Joe has a bachelor’s degree from the University of Kansas and a master’s degree with a concentration in finance from Avila University.

Personal interests

Joe loves having family game nights with his wife, Beth, and their six children. In his free time, he enjoys woodworking, snowboarding and playing golf, tennis and basketball. He is a fan of the Kansas City Chiefs and the Kansas Jayhawks. Inspired by “The Amazing Race” reality TV show, his goal is to travel to every state in the USA.

Joe’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.