joseph-leary_d64e0f80e50d47ccb0022cb1bd455001

Joseph Leary

Financial Services Representative

CFA, MBA, CFP®, CPA*

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services

Education:

New York University - Leonard N. Stern School of Business

Master of Business Administration (M.B.A.)

Field of Study:  Finance & Marketing

Dates attended:  1998-2002

DeSales University

Bachelor of Science in Accounting; graduated Summa Cum Laude

Dates attended:  1988 – 1992

Activities and Societies: President: Delta Epsilon Sigma National Honor Society Student Government Representative Intramural Sports: Flag Football, Basketball, Volleyball, Softball

  • Recipient of The Provincial Medal of Honor

 

Volunteering Experience & Causes:

DeSales University

President's Council

Dates volunteered Jun 2014 – Present

Volunteer duration 2 yrs 8 mos

Business Advisory Council

Dates volunteered Mar 2010 – Present

Volunteer duration 6 yrs 11 mos

Class Agent

Dates volunteered Jan 2007 – Present

Volunteer duration 10 yrs 1 mo

 

Our Lady of Perpetual Help Parish

CYO: Athletic Director

Dates volunteered Jul 2014 – July 2016

Volunteer duration 2 yrs 7 mos

CYO: Treasurer

Dates volunteered Jul 2010 – Jun 2014

Volunteer duration 4 yrs

Basketball Coach

Dates volunteered Oct 2006 – Present

Volunteer duration 10 yrs 4 mos

 

Lower Nazareth Recreational Association

Baseball Coach

Dates volunteered Apr 2005 – Jun 2015

Volunteer duration 10 yrs 3 mos

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Pennsylvania

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