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Joe Dazey CFP, CLU, ChFC, CASL*

Joe Dazey CFP, CLU, ChFC, CASL*

Executive VP of Investments

In the Financial Services Industry Since 1983.

Professional Credentials:

  • Holds
    • CLU
    • ChFC
    • CASL
    • CFP*®
  • FINRA Series 6,7,63,65
  • Licensed for Life, Accident and Health


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.