Joseph Marrocco, CFP®
Education & Certificates
B.S., Ramapo College of New Jersey
CERTIFIED FINANCIAL PLANNER®
Professional Background
My career began in 2011, at an insurance agency where I sold life and disability insurance. While there, I obtained my life and health insurance license and learned a great deal about the insurance industry. In 2013, I moved to Fidelity Investments. While there, I gained exposure to the investment side of personal finances and obtained my Certified Financial Planning designation. In April 2017, I transferred to Delta Financial Group, to begin my career as an Investment Advisor Representative. In March 2025, we merged with CW Advisors.
Personal Interests
My faith, wife, and children are everything to me. The majority of my time outside of work is spent focusing on them. I also enjoy cars, racing, football, fishing, martial arts, reading, movies, and a nice three-piece suit.