Joseph B. Rinaldo

Phone: (480) 926-3343
Toll-free: (800) 814-5887

Fax: (480) 497-9626
E-mail:


Joseph Rinaldo brings a strong moral and service orientation to his professional practice. For over 20 years, he has provided financial direction to corporations, professionals, and families.

Joseph has worked as a corporate and business manager, as well as a business owner. He has a Bachelor of Science degree from ASU with a mathematics emphasis, graduate level Business Administration coursework, as well as a two-year college certification in Business Management.

His extensive background and experience has given him a unique understanding of the financial concerns and issues individuals and business owners face today. Joseph has been featured in the Phoenix Business Journal, as well as other local and national publications. He has also presented educational seminars to several professional organizations. “One of the reasons I represent numerous quality companies is so that I can help find an excellent solution for my clients’ needs.” He is a financial professional who will serve your interests well.   T#380963  dofu  12/2011
 

Professional Qualifications
Certified Long Term Care (CLTC)
MDRT Member
National NAIFA Quality Award (Yearly since 1992)
Registered Representative of Securian Financial Services   
Securities Registrations:           
Series 6, 22 & 63

Licensed Insurance Agent

Financial Specialties
Tax Favored Retirement Plans:
        Individuals – IRAs, Annuities
        Business – 401k, SEP, Simple, 412i
Business ~ Owner/Executive Benefits
Business Exit Strategies
Employee Benefits – Health/HSAs, Dental, Disability
Personal Insurance – Life, Disability, Health/HSAs, Long Term Care
Investments – Portfolio Design and selection