Joseph DeRosa has been a member of The Executive Compensation Group, LLC since 1997, beginning as an Associate and becoming a Partner in 2004. Joe’s entire career in the financial services industry has been dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth through strategic planning and customized financial solutions.
Joe earned his Bachelor of Arts in Economics from Moravian College in 1991 and began his financial services career in 1993 in East Hanover, New Jersey. He holds a Life Insurance license in Florida, is licensed in numerous states in conjunction with his FINRA Series 6, 7, and 63 securities registrations, and is a registered investment advisor representative.
Joe believes successful financial planning extends beyond simply implementing products or services. His philosophy centers on delivering thoughtful strategies designed to promote asset accumulation and long-term growth while helping clients mitigate risks that could impact their financial security, including taxation, market volatility and business/financial disruption. He expertly guides clients, believing that their wealth management investment approach should match their financial goals. Through collaboration, communication, and experience, Joe works to create tailored solutions that foster long-term strategic partnerships and meaningful client relationships.
His areas of specialization include:
- Investment Management
- Life Insurance Planning
- Estate Planning & Wealth Transfer Strategies
- Business Continuity & Succession Planning
- Executive Benefits Planning
- BOLI/COLI Strategies (Bank-Owned & Corporate-Owned Life Insurance)