Bfa™ Righetti Joseph Cfp®, Chfc®, Mpa

Righetti Joseph, BFA™, CFP®, ChFC®, MPA has a diverse work experience in the financial industry. Righetti is currently working at MissionSquare Retirement as a Senior Financial Planner, Private Client. Prior to this, they held the positions of Manager, Certified Financial Planner and Associate Manager, Certified Financial Planner at the same company, where they provided comprehensive financial planning and consultation to plan members.

Before joining MissionSquare Retirement, Righetti worked at Bank of America Merrill Lynch as a Vice President, Financial Solutions Advisor. Righetti'srole involved conducting financial opportunity sessions with clients, determining appropriate strategies, and recommending financial solutions for Mass Affluent clients.

Righetti also gained experience at HSBC Retail Banking and Wealth Management as a Vice President, Premier Relationship Advisor. In this role, Righetti built valuable relationships with Premier customers, achieving a 28% increase in revenue in the first quarter of 2015.

Earlier in their career, Righetti worked as a Financial Advisor at Bank of America Merrill Lynch, where they sourced prospective clients, assessed their needs, and delivered customized solutions. Righetti also worked as a Vice President, Financial Consultant at Santander Consumer Finance Global Services S.L.

Righetti started their career at JPMorgan Chase & Co. as a Licensed Personal Banker/Small Business Banker.

Righetti Joseph completed a Bachelor's Degree in Economics and Sociology from Binghamton University from 1999 to 2003. Later, they pursued a Master's Degree in Public Administration from the same university, completing it in the years 2003 to 2005.

In terms of certifications, Joseph obtained the Chartered Financial Consultant (ChFC) certification from The American College of Financial Services in December 2015. Righetti also became a Certified Financial Planner™ certified by the CFP Board in August 2015. Additionally, Joseph acquired the Behavioral Financial Advisor™ designation from think2perform in July 2023.

Furthermore, Joseph holds a New York State Life, Accident, Health, and Disability Insurance license. Righetti has not provided information regarding the obtained month and year for this license. Additionally, they are registered to obtain the Series 6, Series 63, Series 65, and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA), but no information is available about when they obtained or plans to obtain them.