Home Speak With an Advisor
Registered Investment Advisor Fiduciary Standard of Care Custodied at Charles Schwab 675 3rd Ave, Suite 920 · New York, NY
Check the background of this firm on FINRA’s BrokerCheck →
← Back to Team
Joseph Milici, CRES
Email Joseph Schedule a Call
Education & Designations
B.S., Quinnipiac University
Check background on FINRA BrokerCheck →

Managing Director

Joseph Milici, CRES

Joseph Milici serves as Managing Director at Lumiere Financial, where he specializes in retirement transition planning for educators, non-profit professionals, and municipal employees.

Joseph has deep expertise in 403(b) and 457 plan strategies, pension optimization, and the unique financial planning challenges faced by public sector professionals approaching retirement.

He holds a B.S. from Quinnipiac University and is known for his patience, clarity, and commitment to helping clients understand their options before making any decisions.