Joseph Pelle, Jr. AIF®, QKA
Joseph “Joe” Pelle, AIF®, QKA, CWA, has more than 20 years of retirement plan and wealth management experience. He was recognized with the 2015 Retirement Specialist Top Advisor Award at First Merit.
Joe manages our retirement plan team while working with our plan sponsors to develop customized retirement plan designs for our clients. He oversees aspects of the enrollment process, maintenance, conversions, administration and regulatory services to our qualified plans.
Joe is committed to providing best practices for his clients and developing education on longevity to retirement plan participants.
A husband and father to two adult children, Joe earned his Bachelor of Arts degree in business administration Summa Cum Laude from Walsh University. He holds the Series 6 and 65 securities registration and professional certifications including the American Society of Pension Professionals and Actuaries Retirement Plans I & II and Qualified 401(k) Administer (QKA); and Greene Consulting’s Certified Wealth Administer (CWA). Joe holds the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.