Joseph Feldman CFP®
Joseph Feldman is the Founder and President of Feldman Wealth Advisory, LLC. He spends the majority of his time fostering client relationships, serving as a firm expert in the development of sophisticated wealth transfer strategies and overseeing the firm’s wealth management practice. Joe enjoys helping clients develop a clear vision of their lifetime goals and implementing techniques that transform their vision into reality.
Prior to establishing Feldman Wealth Advisory, LLC, Joe was a Financial Advisor with Legg Mason where he provided investment, estate, and financial planning advice to affluent individuals.
Joe earned his B.A. from Gettysburg College in 1997 where he captained the Men’s Lacrosse team and was named All-American two years in a row (1996 and 1997). In 2005, he earned the prestigious CFP® designation. Joe is also a member of several professional organizations, including the Financial Planning Association, Million Dollar Round Table, Anne Arundel County Estate Planning Council and Anne Arundel Medical Center Charitable Gift Planning Committee.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.