Joe Pendenza is originally from Boston, Massachusetts where he earned a degree in Finance from University of Massachusetts at Lowell. After college Joe went on to pursue a professional hockey career, most recently serving as Captain of the Florida Everblades where he led the team to three Kelly Cup championship titles.
As Associate Financial Advisor, Joe collaborates with Todd and Kevin to propose and implement financial planning recommendations for clients. He also works directly with Beth to complete client service requests.
Joe holds the Series 65 license for investment advisors, and he is currently enrolled in the certification program to become a CERTIFIED FINANCIAL PLANNER® professional.
Outside of work, Joe enjoys cooking, baking, and taking trips to Disney with his wife and daughter.