Joseph F Noto CFP®
Joe Noto is a graduate of Saint John Fisher College and has been part of the financial services industry since 1988. In 1998, he relocated his practice from New York to Palm Beach County, Florida, where he founded Noto Financial Services, Inc. In addition to leading his own firm, Joe also served as a Managing Executive with Osaic Wealth, Inc. before joining the investment team at Baron Silver Stevens Financial Advisors in 2010.
Joe specializes in working with pre-retirees and retirees who are focused on reducing overall portfolio risk and ensuring the longevity of their assets. He is known for designing and implementing customized investment plans tailored to the unique needs of each client. In his role, Joe provides active portfolio management and conducts thorough portfolio reviews based on client objectives and risk tolerance.
Joe is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Investment Advisor Representative, and holds Series 7, 24, 51, and 66 securities registrations.
