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portrait of Joseph A Parlavecchio
FINANCIAL ADVISOR

Joseph A Parlavecchio

CFP®, CFA®
480 Adams St Suite 200, Milton, MA 02186opens in a new window
Accepting New Clients
CallSend Me a Message

About Joseph

They say it’s not how you start that’s important, but how you finish. Therefore, I’ve dedicated my career to guiding people on their financial journey, so no matter how they began or what obstacles life throws their way, that we are consistently working to help them reach their end goals.

After spending over 20 years in the institutional retirement services industry with Fidelity Investments and Edelman Financial Engines, I joined Edward Jones to have more of a direct impact on my clients’ retirement readiness. It’s something I’m very passionate about, having seen what can happen when people don't have the benefit...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Sustainable investing

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Education

  • Sapienza University of RomeCertificate
  • Dartmouth CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Community Outreach
  • Coaching Sports

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Phone

(617) 698-1912

Fax

(877) 527-1418

Office Address

480 Adams St Suite 200
Milton, MA 02186opens in a new window

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