Joe Bartosiewicz, CFP®
Joe Bartosiewicz, CFP® joined American Strategic Advisors, based in Stamford Connecticut, on January 19, 2022. Joe’s long track record is evidenced by the life-long client relationships he has developed spanning over 41 years and several generations. With his expertise in technical analysis, financial planning and retirement planning, Joe seeks to provide consistent service and wealth accumulation for his clients, even during the most challenging economic periods.
During tumultuous economic challenges is when people need the most experienced advisor – one that will work towards to meet, pursue or address navigating them through a volatile environment and stay the course to meet their financial goals.
Since graduating from Western Connecticut State University in Danbury, Connecticut, in 1979 with a Bachelor’s degree in Business Administration, Joe has worked in the financial services industry. Joe holds a Series 7, 65, 6, 53 & 24 through LPL Financial, Life/Health Insurance Licenses and is a Registered Principal. He maintains residency in both Connecticut and Scottsdale Arizona.
Joe’s Individualized approach dovetails nicely with American Strategic Advisors, which is powered by LPL Financial. Joe Joined with ASA / LPL to further leverage his practice and to take advantage of their technology package, which he feels yields an overall better experience.