Joseph Engler, CFP

Joe heads the Engler Financial Services (EFS) advisory service area, providing clients with professional portfolio management.  He guides investors through all phases of the investment process, from the initial consultation to data gathering to tailoring an investment plan specific to their individual financial goals and personal requirements.     

Joe holds a Bachelors of Science degree from the University of Notre Dame and a Masters of Business Administration (MBA) degree from Rutgers.  He is a Certified Financial Planner (CFP), has several securities licenses (Series 6, 63, 65 and 7) as well as an insurance license.