Broker Check
Joe Careccia

Joe Careccia

Wealth Strategist

Joe Careccia has been in the financial services business since 1986 starting out as an accountant at KPMG. He passed the CPA exam while working for KPMG and then decided to focus on wealth strategies for small businesses and individual families in need of tax planning.


He holds series 6, 63, 65 and 26 registrations through LPL Financial.


Joe is a graduate of SUNY Albany where he earned a bachelor's degree in accounting. He has two adult children. Camryn - a graduate of Clarkson University and Georgia Tech who is currently a mechanical engineer for GE and, Cassidy, who is a junior at Union College studying to be an investment banker.

He is an avid baseball player and was the oldest college baseball player in history, he played one season of college baseball at age 54.