Joseph is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, a Chartered Financial Analyst (CFA®) Charterholder, a Registered Investment Representative and a Licensed Insurance Agent. He enjoys and specializes in working closely with individuals to help them achieve their financial goals by providing guidance in the areas of investments, retirement, tax, insurance and estate planning. He finds significant value in utilizing Hefren-Tillotson’s comprehensive financial planning approach and is committed to providing the highest level of service to every client.
A career Hefren-Tillotson employee, Joseph gained valuable experience working as a senior financial planner within Hefren-Tillotson’s highly respected Financial Planning Department, where he provided in-depth financial research and analysis for hundreds of clients before ever sitting down with one of his own. In 2017, Joseph partnered with Maggie Kanaan to form the Kanaan Group. Their combined experience of 25+ years in financial planning and investment management, along with Hefren-Tillotson’s extensive resources, allow them to offer the highest level of financial services and expertise to a wide variety of clients.
Joseph graduated magna cum laude from Saint Vincent College, earning a Bachelor of Science Degree in Finance with a minor in Economics. He was born and raised in North Braddock and currently resides in Irwin with his wife Maria, son Rocco and daughter Lucia.
In his spare time, Joseph enjoys staying physically active at the CrossFit gym, playing drums in his family cover band, Walkin’ Rosie, and riding the back country roads on his Harley. He also really enjoys spending time with friends and family – Joseph is one of twelve children and his wife is one of ten.
He teaches Corporate Finance in the evenings at Saint Vincent College, as well as serves on the Acme Family Endowment and American Red Cross – Chestnut Ridge boards.
Joseph is a FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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