Joseph Curran, CFP^®

Designations and licenses

Joseph is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Joseph provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Joseph progressed from trader/analyst to associate advisor at First National Advisors. He supported individuals and families across comprehensive planning needs, including investments, tax strategies, insurance, retirement, college funding and estate planning, while also providing trading and planning support to lead advisors. Before that, he worked at Lexington Wealth Management as an intern, collaborating with senior advisors on personalized financial strategies, supporting the trading team with accurate transaction execution, and assisting with client service and administrative needs.

Joseph has a bachelor’s degree in finance and a master’s degree in finance, both from Bentley University.

Personal interests

Away from the office, Joseph is passionate about fishing and skiing. He is also a proud Eagle Scout.

Joseph’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.