Shareholder and Associate Investment Advisor, Entrust Financial, LLC
Joe’s work in financial planning focuses on helping individuals and businesses make informed, long-term financial decisions, an approach that aligns with SBN’s mission to promote sustainable, community-focused economic development. He serves on SBN’s Board to support organizations strengthening Philadelphia’s local economy through sustainable business practices. He believes businesses can drive meaningful environmental and social change and is committed to helping SBN expand that impact.
Joe is a shareholder at Entrust Financial, a Certified B-Corp and woman-founded, women-owned, independent, fee-only investment management firm offering customized, holistic financial advice. He earned his Finance degree from Temple University and has called Philadelphia home for the past 20 years. He lives in Old City with his wife, Chanda.