CA Insurance License # 0747902, LPL Financial Insurance License #0518721, LPLIA License #0B91442
Joseph Sreshta is an accomplished Wealth Management Advisor with over four decades of experience in the Financial Services Industry.
After a 10-year stint in the Offshore Oil Industry as a Naval Architect, Joe joined Northwestern Mutual in 1983 and transitioned to a career in Financial Services. He has spent the next 40 years specializing and becoming an experienced professional in Wealth Management, Estate Planning, and Holistic Financial Planning.
In 2020, Joe joined Bleakley Financial Group with the intention to enhance his practice and bring additional planning opportunities to his clients. Bleakley Financial Group is a boutique Registered Investment Advisor firm headquartered in New Jersey which has built the infrastructure to service the needs of high-net-worth clients.
Joe earned a Bachelor of Technology degree in Naval Architecture from the prestigious Indian Institute of Technology – Kharagpur India. His commitment to his financial services career has led to obtaining additional financial designations. These include AEP (Accredited Estate Planner), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CASL (Chartered Advisor for Senior Living), RHU (Registered Health Underwriter), and CPFA (Certified Plan Fiduciary Advisor). To ensure he remains current and delivers up-to-date service, Joe dedicates 3-4 weeks per year to attending conferences, and webinars, and pursuing additional continuing education.
Joe has focused his practice to take care of the specialized needs of physicians and small business owners. He has developed a system to analyze all aspects of the client’s wealth planning needs.
- Our Estate Planning review includes ensuring our clients have updated Wills and affiliated documents, establishing Trusts as needed, and exploring advanced legacy options.
- Our Wealth Planning process looks at the needs of our clients during the wealth accumulation phase, the income distribution phase, and the legacy planning.
- Additionally, we assist our small business owners in establishing retirement plans and providing employee benefits.
Our office uses an array of products to help meet the needs of our clients including Life Insurance, Disability Insurance, Long-Term Care Insurance, Annuities, Mutual Funds, Separately Managed Accounts, and Tax Loss Harvesting programs. We also utilize Alternative Investments on an as-needed basis.