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Joe Hatzfeld, CFP®, CLTC

Joe Hatzfeld, CFP®, CLTC

Partner

Joe Hatzfeld, CFP®, CLTC has worked extensively in the financial services industry since May of 1990 to help each client engineer maximum wealth and financial security within their personal economy. He is a graduate from the State University of New York at Buffalo with a Bachelor of Arts Degree in Economics. He has also studied the natural sciences, business, statistics and advanced mathematics.

Joe is a CERTIFIED FINANCIAL PLANNER™ certificant.  He received his designation through study with the College of Financial Planning in Denver, Colorado in July of 1995.  Joe has also earned the designation CLTC or "Certified in Long-Term Care", after completing a rigorous multidisciplinary course focused on the profession of Long-Term Care.  

Joe is a member of the Long Island Chapter of the Financial Planning Association and is a registered representative of American Portfolio Financial Services.  He is also licensed in New York State for Life, Accident, Health and Property & Casualty Insurance.

Joe’s experience in financial services is extremely diverse and he has worked with hundreds of individuals, professionals and business owners.  Joe has also mentored many entry level professionals and accountants to successfully transition into the Financial Planning business.

Joe resides in East Northport and is happily married with three children.  His hobbies include hiking with his wife, Eileen, golf and the martial arts.