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Joseph J. Gambone

Joseph J. Gambone

President and Founder

Joseph has been a financial advisor with Equitable since 2015. His practice focuses on comprehensive financial planning and wealth management, focusing on retirement planning. Since graduating with a bachelor’s degree in Finance from the West Chester University of Pennsylvania, Joseph has remained dedicated to ongoing financial education throughout his career, including attending the American College. Joseph holds the following FINRA registrations; Series 7, Series 63, Series 65, as well as Life, Health, Disability Income and Long-Term Care insurance licenses in numerous states. Joseph grew up in Worcester PA, and currently lives with his wife Erin, in Conshohocken, PA. When he’s not in the office, he enjoys spending time at the beach, or golfing with his family, friends, and clients.