Joseph Geslao, CLU®, CHFC®
Director of Financial Planning, Bleakley Financial Group
joseph.geslao@bleakley.com
p: (973) 575-4180 x271
Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.