Joseph Torre, ChFC®, AIF®

Joseph Torre, ChFC®, AIF®

Financial Advisor

Joseph joined Colarossi & Williams in October 2009, initially serving as a Marketing and Communications Coordinator. After a short time, it became apparent that Josephs skills and knowledge of the industry warranted an increased role within our organization. Joseph was promoted to an Analyst in June 2015. During that time, Joseph’s role transitioned to managing the majority of our daily operations, compliance procedures, and client services. On the investment side, Joseph led several initiatives including revised screening methodologies, allocation & suitability reviews, risk analysis, and model management. Recently, Joseph spearheaded the development of our current template in which all funds are screened and reviewed. The Investment Management Practices and Procedures for Qualified Plans and Portfolio Management Practices and Procedures manuals provide the template for how we screen, review, and monitor investments for both retail and qualified accounts.

In January 2020, Joseph was published in ThinkAdvisor magazine. His article, “An Alternative to the Risk Profile Questionnaire”, can be read here, https://www.thinkadvisor.com/2020/01/24/an-alternative-to-the-risk-profile-questionnaire/. In February 2020, Joseph was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. In October 2021, Joseph along with several industry professionals, was selected as an exam writer for the Accredited Investment Fiduciary® (AIF®) exam.

Currently, Joseph is enrolled in the Chartered Financial Consultant, ChFC®, designation program with the American College of Financial Services. This rigorous program which is comprised of eight college-level courses, prepares planners with in-depth education on financial planning principles, and the practical applications in which to use those principles based on real-life case studies.

Joseph currently holds FINRA Series 7, 24, and 66 securities registrations.