Joseph Gordon

I am dedicated to helping individuals, families, businesses, and organizations create comprehensive financial roadmaps. My approach is client-focused, developing strategies tailored to each person’s unique goals and financial needs.

After a successful 15-year career in corporate finance with a Fortune 100 company, I pursued my lifelong passion for personal financial advising. In 2009, I joined Diversified Asset Planners, Inc., a respected financial services firm serving clients since 1987. In January 2026, I opened a standalone office for J. Gordon Financial Services, allowing us to provide a more personalized, client-centered experience while continuing to deliver trusted financial guidance. I hold a FINRA Series 7, 63, and 65 licenses and offer a full range of solutions, including life, health, accident, disability, and long-term care insurance.

With extensive experience in financial analysis, planning, mergers and acquisitions, budgeting, and leadership, I bring a global perspective to helping clients navigate their financial journey. I earned my Bachelor of Science in Finance with an Economics minor from Penn State University, graduating with honors in 1994, and a Master of Business Administration with a Finance concentration from Bucknell University.

Community Involvement

I am actively engaged in the community and passionate about supporting local organizations:

• Board Member, Penn State Quarterback Club (President, 2017–2019)
• Board Member, Penn State All-Sports Museum
• Treasurer and Board Member, Centre Hills Country Club
• Adjunct Instructor of Economics, St. Francis University

I also enjoy raising funds and volunteering for charities, including Multiple Sclerosis, Type 1 Diabetes, and The Ruffed Grouse Society.

Personal Life

Outside of work, I treasure time with my wife, Stephanie (married in May 1996). Our daughters, Jessica and Jacqui, are now pursuing their own paths, and we enjoy supporting them from afar. I love spending time outdoors, either golfing, fishing, or enjoying other activities that allow me to relax and recharge.