CONNECT

Address:

500 Post Road East 1st Floor
Westport, CT 06880

Phone:

203-291-4770

Joseph V. Barbetta

Joseph V. Barbetta

CFP®, RICP(R)

®

As an associate of The Connecticut Group I focus on wealth accumulation and income distribution planning for individuals and families.

In 2005 I earned the Certified Financial PlannerTM (CFPR) designation and in 2006 earned a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.  In February 2018 I attained the Retirement Income Certified Professional(R) professional designation from The American College of Financial Services. I am licensed in a variety of states and am appointed with various insurance and investment companies to provide my clients with a wide range of solutions.

I attended Fairfield College Preparatory School in Fairfield, CT before obtaining a bachelors degree in public relations from Marquette University in 1993.  When not working with my clients I volunteer for the American Cancer Society(R), for whom I chair the Southern & Western New England Area Board and serve as a legislative ambassador for the American Cancer Society Cancer Action NetworkSM.  I am an avid hockey fan and spent seven years working in professional hockey before co-founding the first-ever youth hockey program in Santa Fe, NM.



Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (203) 326-7356
Fax (203) 326-7399
Mobile Phone (203) 545-4149
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck