Joseph Neff, CFP®, CSLP®
Joe Neff is a seasoned financial professional who has been working in the industry since 2017. He specializes in comprehensive financial planning tailored to young professionals and business owners, with a particular focus on supporting white coat professionals throughout every stage of their careers.
Joe earned his B.A. in Economics from Grove City College in 2015, where he also minored in Chinese Language & Culture. He holds a Series 65 license and is a Certified Financial Planner™, as well as a Certified Student Loan Professional (CSLP®), equipping him with specialized expertise in navigating student loan strategies. Joe resides in Lee, New Hampshire with his wife, Erin, and their son, John. Outside of work, he enjoys practicing Brazilian Jiu Jitsu, traditional archery, and studying history.