Joseph Gordon

Joseph Gordon

Registered Representative and Investment Adviser Representative

Hello and welcome to my website.

I am a registered Representative and Investment Advisor with a deep commitment to assisting individuals, businesses and organizations in creating comprehensive financial roadmaps. My primary goal is to employ a client-centric approach and develop targeted strategies that align with your unique needs. Following a successful career in corporate finance, I pursued my lifelong aspiration of becoming a personal financial advisor. In 2009, I embarked on this journey by partnering with Diversified Asset Planners, Inc., an esteemed company that has been serving clients since 1987.

In addition to my extensive corporate finance background, I hold a FINRA series 7,63, and 65 licenses. Moreover, I specialize in offering life, health, accident, disability and long-term care insurance solutions, providing you with a comprehensive insurance and investment options that cater to various requirements, from retirement planning to legacy development.

With over 15 years of global finance experience in diverse roles such as financial analysis, planning, mergers and acquisitions, budgeting, and leadership, I possess a comprehensive understanding of the business landscape and its potential impact on you.

I earned a Bachelor's of Science degree in finance (with Economics minor) from Penn State University in 1994 graduating with honors. I also have a Master's in Business Administration with a Finance concentration from Bucknell University. I am actively involved in the community as a board member of State College Quarterback Club, a Penn State football booster club, where I also served as President from 2017-2019. Additionally, I am a board member of the Penn State All Sports Museum which celebrates the accomplishments of Penn State Intercollegiate Athletes and the Treasurer and board member of the Centre Hills Country Club. Furthermore, I have pursued my passion for teaching by working as a part-time adjunct instructor at St. Francis University, where I taught on of my favorite subjects, Economics.

Beyond my professional pursuits, I find immense joy in spending quality time with my wife of 27 years, Stephanie and our two daughters. If you know me, you are aware of my love for the outdoor activities and the importance I place on building strong relationships. I actively engage in charitable events and have raised funds for organizations such as Multiple Sclerosis, Type 1 Diabetes, The Ruffed Grouse Society, and other non-profit organizations.