As an advisor, Joanna helps clients develop the clarity and confidence they need to pursue their goals. She’s passionate about serving others, and she especially loves working with people who are focused on protecting their loved ones and planning for retirement. She knows that everyone can benefit from diligent planning and taking time to improve their financial situation, and she’s driven by the measurable difference that makes in her clients’ lives and the lives of their families.
Joanna started her career in the financial services industry when she joined Atlantic Planning Group in 2003. In 2011, she earned her Chartered Life Underwriter® designation, and in 2012, she became a CERTIFIED FINANCIAL PLANNER™. She has a bachelor’s degree in business administration from Boston University.
Joanna lives in Watertown, Massachusetts, with her husband George and their two sons, Aristos and Gregory. They enjoy taking trips to the beach and spending time with their family and friends.
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Bucket List Vacation
The Amalfi Coast
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Best Sports Team
Boston Celtics
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Something You Can't Live Without
Just one? My family, internet, chocolate…
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Favorite Part of Your Day
Morning coffee
