Senior Pension Consultant
Joseph L. Soricelli is an independent Financial Consultant with 27 years’ experience. He holds a BBA in Marketing and a Master’s Degree in Management and Compensation Planning as well as many other industry designations. Joe is the senior pension consultant at Flynn Financial Partners, and holds an Accredited Investment Fiduciary Analyst® Designation.
Joe has a lengthy career in developing retirement plans, fiduciary processes and advising committees on investment governance practices. As a senior pension consultant his focus is to serve the needs of pension plan fiduciaries. Joe has spoken at National Conferences all over the east coast and has been published on the topic of Pension Fiduciary best practices, long term care and disability planning and. He also is Woman’s Choice award recipient recognizing his ability to work with minority owned businesses.
He is married with three grown children and is an active member of his church and Lions Club. He serves the community as a zoning board member and assists in the stage productions of the high school and community theater in Valhalla, NY.