Joe Campisi has been a trusted advisor, consultant and friend to his clients for many years.
The Pennsylvania-based financial planner and tax accountant is the creator of the Facts of Life Experience®, a system designed to help financial advisors work smarter not harder.
In addition to helping his own clients pursue their financial goals and aspirations, Joe helps other financial services professionals bring to their respective practices the same techniques that have helped him run his own successful business, the Campisi Financial Network®.
As a production group leader with his broker-dealer, Joe makes it his goal to instill fellow representatives with the knowledge of what it takes to operate a successful independent practice.
Joe, who has been recognized nationally as a top recruiter, previously served as president of the Pennsylvania Society of Enrolled Agents.
He is also a big believer in continuing education, a partial catalyst for his decision to start a blog.
Through the Facts of Life Advisor, Joe aims to bring to the financial planning world information and insight that can be used by advisors to bolster their own businesses.
Joe’s firm, the Campisi Financial Network®, is located just outside of Philadelphia, PA.