Joseph Gordon
ASSISTANT:
- Heidi Luchs - heidi.luchs@jwcemail.com
Joseph is a Registered Representative and Investment Advisor with a deep commitment to assisting individuals, businesses, and organizations in creating comprehensive financial roadmaps. His primary goal is to employ a client-centric approach and develop targeted strategies that align with their unique needs.
Following a successful career in corporate finance, Joe pursued his lifelong aspiration of becoming a personal financial advisor. In 2009, Joe embarked on this journey by partnering with Diversified Asset Planners, Inc., an esteemed company that has been serving clients since 1987.
In addition to his extensive corporate finance background, Joe holds FINRA series 7, 63, and 65 licenses. Moreover, he specializes in offering life and long-term care, providing clients with comprehensive insurance and investment options that cater to various requirements, from retirement planning to building a legacy.
With over 15 years of global finance experience in diverse roles such as financial analysis, planning, mergers, and acquisitions, budgeting, and leadership, Joe possess a comprehensive understanding of the business landscape and its potential impact on clients.
Joe earned a Bachelor of Science degree in Finance (with Economics minor), graduating with honors. He also has a Master’s in Business Administration with a Finance concentration from Bucknell University. He is actively involved in the community as a board member of the State College Quarterback Club, a Penn State football booster club, and served as President from 2017 to 2019. Additionally, Joe is a board member of the Penn State All Sports Museum, which celebrates the accomplishments of Penn State Intercollegiate Athletes. Furthermore, experience includes his passion for teaching having worked as a part-time adjunct instructor at St. Francis University, where he taught Economics.
Beyond Joe’s professional pursuits, he finds immense joy in spending quality time with his wife of 27 years, Stephanie, and their two daughters. If you know Joe, you are aware of his love for outdoor activities and the importance he places on building strong relationships. Joe actively engages in charitable events and has raised funds for organizations such as Multiple Sclerosis, Type 1 Diabetes, the Ruffled Grouse Society, and other non-profit organizations.
