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Joseph R. Tedeschi

Chartered Retirement Planning Counselor™, Regional Vice President

Work at Halliday:

Joe joined Halliday in 2012.

He has been instrumental in the construction of client portfolios, and specializes in asset allocation.

Joe is proficient in the following: financial planning, educational seminars, pension consulting, portfolio management for business and institutional clients, financial budgeting, debt reduction strategies, savings strategies, and multi-generation family wealth management.

Background and education:

Joe brings over 10 years of experience to the financial services industry. He believes the best advisors are always furthering their education, and constantly growing to meet every client’s specific needs – he has completed his Chartered Retirement Planning Counselor (CRPC) designation with the College for Financial Planning.

Joe holds a bachelor’s degree in business administration in finance from Pace University, at the Lubin School of Business.

Additional information:

Joe lives in Lindenhurst. He was an Academic All American and Captain of his Collegiate Football Team.

In addition, he has played two seasons of professional football in Europe for the Bergamo Lions in Bergamo, Italy. He served as a captain for two seasons in 2002 to 2003, winning the Italian Super Bowl and Euro Bowl Champion in 2002.