The Public Service Retirement Expert:
Meet Joseph Milici. A ten-year veteran of helping public school, municipal, and non-profit employees achieve their financial and retirement goals.
Joe joined Lumiere Financial Group after a distinguished career at Equitable Advisors. Most notably Joe qualified as one of the top Advisors in the company, reaching Centurion level status, which allowed him to qualify for membership of the Million Dollar Round Table.
Many competitors within the retirement space represent a single company, which can inherently create a conflict of interest. Lumiere empowers Joe to act as a fiduciary when guiding his clients through their financial journeys. Joe is able to customize a financial plan tailored to his clients financial and investment objectives. Additionally, Joe has a team of experts to assist with wealth, estate, and insurance planning.
Joe is a native of Wallingford, Connecticut. When Joe is taking a break from work, you can find him spending time with his family or catching a Yankee game.
Designations, Registrations & Licenses:
- Certified Retirement Education Specialist (CRES)
- FINRA Series 7, 63, 65
- Life, Accident, and Health Licensure