Joseph Borgese, CFP®

A Brooklyn, New York native, Joseph earned his Bachelor’s degree in Business Management and Finance from Brooklyn College and a Master’s degree in Taxation from Long Island University. He launched his career at INVEST Financial Corporation, working as an advisor in the banking sector before transitioning to Oppenheimer Funds in New York City. At Oppenheimer’s World Trade Center office, he served as an internal wholesaler, guiding financial representatives on product strategies.In 2001, Joseph relocated to Pennsylvania to become a Regional Vice President at Allianz Life, where he managed an extensive territory covering Eastern Pennsylvania, Southern New Jersey, and Delaware. Joseph earned his CFP® certification in 2020. He remains deeply passionate about the financial markets and actively researches, designs, and manages client portfolios while conducting daily consultations. Committed to local business growth, Joseph is also an active member of the Greater Lehigh Valley Chamber of Commerce.