Financial Advisors
Alexandria, VA
Joel A Patierno is a CFP®-certified Financial Advisor with Edward Jones in Alexandria, VA, specializing in retirement planning, estate & legacy strategies, retirement income strategies, and portfolio reviews. With credentials including ChFC®, AAMS®, and CRPS™ designations, Joel provides comprehensive financial guidance tailored to help clients build and protect their wealth through personalized strategies.
Ideal for: Pre-retirees and retirees planning income strategies, high-net-worth individuals focused on estate planning, business owners needing retirement plan structuring
Service area: Alexandria, VA and surrounding Northern Virginia communities
Multiple Professional Certifications: CFP®, ChFC®, AAMS®, and CRPS™ credentials demonstrate advanced expertise in financial planning, asset management, and retirement strategies.
Comprehensive Focus Areas: Specializes in retirement savings and income strategies, estate & legacy planning, and ongoing portfolio reviews to ensure clients' financial goals stay on track.
Edward Jones Network: Backed by a national financial services firm, providing clients access to research, tools, and resources for informed financial decision-making.
Address: 2312 Mt Vernon Ave Ste 205, Alexandria, VA 22301
Phone: (703) 548-3928
Website: edwardjones.com
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