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Joseph Favorito

Joseph Favorito

Principal at Landmark Wealth Management, Inc.

Mount Sinai, NY , United States

About

Joseph M. Favorito, CFP®, is Principal at Landmark Wealth Management, LLC, an SEC Registered Investment Advisor based on Long Island, NY. He specializes in providing comprehensive financial planning and fiduciary investment management services to individuals, families, small business owners, and charitable foundations, with a focus on delivering fee-only, client-centered solutions.

With more than 20 years of experience in wealth management and financial consulting, Favorito previously worked as a Financial Planning Consultant and Certified Financial Planner™ at Fidelity Investments and as an Investment Consultant at TD Waterhouse. At Landmark Wealth Management, his expertise spans holistic retirement planning, portfolio construction, tax-efficient strategies, and direct indexing, with notable experience addressing the unique needs of clients in the HR & Staffing industry as well as those planning for Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and other complex financial topics.

Favorito holds a Master of Business Administration from Dowling University, a degree from Edison College, and advanced credentials from The Institute for Business and Finance. As a long-tenured CERTIFIED FINANCIAL PLANNER®, he is recognized for upholding fiduciary standards and advancing best practices in fee-only investment advice and low-cost, diversified asset allocation approaches.

Career History

OrganizationRoleDate RangeDetails
Landmark Wealth Management, LLCPrincipalSep 2011 to Present
Based in Long Island New York, Landmark Wealth Management, LLC is a “fee only” Securities Exchange Commission registered investment advisor. The mission of the firm is to provide comprehensive financ...
Fidelity InvestmentsFinancial Planning Consultant, CFP®Aug 2005 to Sep 2011
TD WaterhouseInvestment ConsultantMay 1999 to Aug 2005
Muriel Siebert & Co., Inc.Account ExecutiveJan 1998 to Apr 1999

Education

Edison College

1997

Dowling University

Master of Business Administration

The Institute For Business And Finance

Skills & Expertise

Investment Advisory
Uniform Combined State Law
Series 63
Wealth Management
Series 7
Strategic Financial Planning
Investments
Investment Management
Wealth Accumulation
Mutual Funds
Insurance
Financial Services
Securities
Financial Planning
Retirement Planning
Asset Allocation
Leadership
Program Management
Customer Service
Estate Planning
Financial Advisory
Consulting
Rapport
Professional Associations
IDS
Branch Banking
New Leads
Yahoo
Retail
Coordination
Adult Education
Private Clients
Acting
Guidance
Net
Teaching
Networking
New York
Political Science
Fidelity
Business Services
Home
Encouragement
Cell
Business Development
Variable Annuities
Finance
Certified Fund
Referrals
Compliance
Cultivate
Operations
Life Insurance
Workshops
Introducing
ChFC
Educational Seminars
Training
Fpa
Asset
Certified Financial Planner
Supervisory
Professional Designations
Project Planning
Florida
Chronic Fatigue
Management
Currently Pursuing
Managed Money
Regional Planning
Insurance Planning
American
Toa
Calls
Activations
American Express
CRM
Campaigns
Coordinated
Responsibility

CEOs at Portfolio Companies