Joanne Sardella

CFP®, ChFC®
Financial Advisor
CFP

Previous positions held:

  • Financial Advisor, E. F. Hutton
  • Financial Advisor, Shearson Lehman
  • Financial Advisor, A. G. Edwards & Sons

Education:

  • Dartmouth College, BA
  • New York University, CFP®
  • The American College of Financial Services, ChFC®

Community Groups:

  • Vice President, Dartmouth Club of Vero Beach, FL
  • Member, Indian River Estate Planning Council
  • Member, American Association of University Women

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.