Get to know Joe Quartucci, CPWA®, ChFC®


Joe Quartucci, CPWA®, ChFC®

Co-Founder & Managing Partner


Joe uses his experience in the financial industry and love of problem solving to help his clients realize their retirement dreams.

Many people played significant roles in Joe’s life, including teachers, church members, co-workers, family and friends. It was this influence that led Joe down the path of entrepreneurship and financial services. When Joe made the decision to work in wealth management, it was to give him the opportunity to contribute to the lives of others by helping them improve their relationship with money.

Joe has passed the Series 6, 7, 63 and 65 securities exams and holds the Chartered Financial Consultant (ChFC®) designation. Joe received his bachelor’s degree from Texas State University in 2002. Joe’s desire to help people and businesses reduce risk in their personal finances led him to begin hosting a weekly radio show called “Advance and Protect.”

Joe was born in Chicago and raised in Bastrop, Texas. He currently lives in Buda, Texas, with his wife, Katie, and his three children, Jacob, Layla and Levi. Joe loves spending his free time with his family and is a huge Chicago sports fan.