Bleakley Financial Group
Joseph Geslao has a diverse work experience spanning over several companies and roles. Joseph began their career in 1993 as an Assistant Controller at Zoe Limited, where they handled journal entries, reconciled bank statements, and managed accounts payable. Joseph then worked as a Special Agent at Prudential Financial from 1994 to 1995, selling various insurance and investment products. In 1996, Joseph joined New York Life Insurance Company as an Insurance Agent, where they proposed and sold life insurance plans, disability coverage, mutual funds, and annuity products. Afterwards, from 1996 to 2000, they worked at Prudential Financial as a Manager, assisting agents in case development and utilizing advanced marketing concepts. Since 2000, Joseph has been the Director of Financial Planning at Bleakley Financial Group, leading a team responsible for creating financial plans for clients. Joseph conducts extensive research on investments, insurance, and estate planning and manages clients' investment accounts through reviews, proposals, and tax management.
Joseph Geslao received a Bachelor of Science degree in Accounting from Widener University in 1992. Following that, they completed a Master of Business Administration degree with a specialization in Finance, General from Fairleigh Dickinson University in 1999.
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Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.