About Frank/Henderson
As a CERTIFIED FINANCIAL PLANNER (CFP®), Joe has extensive knowledge of investment planning, retirement planning, estate planning, insurance, and income tax planning. With almost two decades of industry experience, Joe leverages his extensive knowledge and background by providing comprehensive wealth management solutions to his clients using advanced financial planning strategies.
Through his consultative approach and genuine empathy, Joe has earned his clients’ confidence throughout all market conditions. He communicates regularly with his clients and creates strong relationships built on trust and attention to detail. He considers your financial life from every angle to provide you with the guidance and tools to help build and preserve your wealth and financial legacy.
Promoting financial education to the "next generation," is a passion of Joe’s. He provides financial education to family members, and the children, and of his clients. He also delivers mentorship events for college students who are interested in learning about the Wealth Management industry in New York.
Joe lives in Staten Island, New York with his wife Christie and their three boys: Louis, Anthony, and Joseph. He enjoys traveling, playing golf, and coaching his children’s basketball and flag football teams. He is well regarded in the local community where he volunteers with the Knights of Columbus and is active in his parish Our Lady Star of the Sea.
Securities Agent: CA, SC, VI, OH, MS, TX, NM, LA, NV, MO, KS, CO, WV, RI, IL, WI, PR, MN, AZ, OK, ME, HI, DC, CT, WA, NY, NJ, NC, MI, MD, TN, NH, GA, VT, VA, UT, PA, OR, MA, FL, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2016128