Joel Morawski, CFP®

Joel Morawski, CFP®, a lifelong resident of Western New York received his Bachelor’s degree (Finance) from the State University at Buffalo. He currently holds the series 7, 9, 10, 63 and 65 registrations through LPL Financial along with life and Health Insurance Licenses. Joel also has obtained his certification as a CERTIFIED FINANCIAL PLANNER(CFP®).

Joel has over 15 years of experience helping clients with their retirement and estate planning needs.



Phone 716-250-2795
Fax 716-250-2707