Joe Mauceli, CFP®, CLU®, ChFC®
Senior Financial Advisor
Phone: (201) 733-3886
Email: joe.mauceli@wfafinet.com

 
For over 27 years, Joe has enjoyed serving his clients’ wealth planning needs, and cherishes his role as their trusted financial steward.  It is an honor and a responsibility that he does not take lightly.  Throughout his career, Joe has taken joy in helping his clients make educated financial decisions, advancing them closer to their goals and dreams.  Joe has found his career to be his calling, and he thrives on the long term and meaningful relationships that he’s built with his clients over the years.

Joe thoroughly enjoys teaching his clients about the markets and economy, while helping them clearly understand which financial products they own and, more importantly, why they own them. Serving as a financial educator to his clients has always been an important part of his practice; focusing on Asset Allocation/Diversification, Retirement Planning, Estate Planning Strategies, Insurance Protection, and Asset Preservation. We believe clients appreciate his empathetic nature and willingness to take the time to explain (and ability to convey) complex concepts & ideas in a straightforward and easily understandable fashion.

Prior to joining the industry, Joe graduated with a Bachelor of Engineering Degree from Stevens Institute of Technology

 
Joe currently resides in Fort Lee, NJ and has two young adult children; one who is currently in her last year at Binghamton University and the other who is in the process of becoming a licensed electrician.  Some of Joe’s hobbies include playing guitar; and practicing Pilates & yoga.  Additionally, Joe is conversational in both Italian and Spanish.