Joe Campisi believes that relationship building is one of the key factors in aiding clients with their financial needs. 

The Pennsylvania-based financial planner, who started his career as a tax professional in the early 1980s, prides himself on his ability to give personalized attention to each and every individual who comes to him for financial advice.

“No one cares how much you know until they know how much you care,” the financial planner is fond of saying.

This has been Joe’s belief ever since Campisi & Campisi, Inc. opened its doors decades ago.  

“It’s essential that you spend more time listening to your clients’ goals, feelings and concerns than you spend time talking,” Joe says.

The accounting business eventually blossomed into Campisi Financial Network®, a full-spectrum firm offering a wide array of financial services, from tax preparation and estate and retirement planning to investments and insurance.

Today, Joe, CFN’s president and the creator of The Facts of Life Experience®, serves as a registered principal and production group leader with H. Beck Inc., where the firm has been the recipient of the Top Producer Group Award.  

Joe, a strong believer in continuing professional education, holds various professional designations, including Enrolled Agent, Certified Financial Planner™ Practitioner, Certified Wealth Preservation Planner and Certified Asset Protection Planner.  

He has been recognized nationally as a top recruiter, top chapter director and was one of ten top producing fee-based consultants for a prior broker dealer.

Joe received the Top Planning Representative Award from that previous broker dealer, which is the highest accolade bestowed upon a registered representative.

Joe continues to serve as a mentor and consultant to other registered representatives in the financial services profession.  

His goal with The Facts of Life Experience® system is to get other advisors working smarter not harder.

Joe is dedicated to helping other financial services professionals bring to their respective practices the same techniques that have proven successful in his own firm. 

Joe is a past president of the Pennsylvania Society of Enrolled Agents, he served as chairman of the Practice Specialties Section of the National Association of Enrolled Agents Education Foundation – where he developed and successfully implemented the Financial and Estate Planning Institute – and he also served as chairman of his current broker dealer’s advisory committee.

Joe has also shared his financial wisdom with local media.

H. Beck Inc. makes no representations as to the completeness or accuracy of the information provided, and disclaims any responsibility for or endorsement of, the recommendations made on this website.

 

Campisi Financial Network®, The Facts of Life Experience®, and H. Beck Inc. are unaffiliated.