Joseph R. Fiorentino | Associate Financial Advisor

Joseph was raised in Hunterdon County, New Jersey. He pursued his undergraduate studies at the University of Iowa, where he earned a Bachelor’s degree in Finance with a minor in Philosophy. Following graduation, he joined D.M. Kelly & Company in the summer of 2025.

Joseph holds the SIE, Series 7, and Series 66 licenses and is actively pursuing the CERTIFIED FINANCIAL PLANNER™ designation. His professional approach is rooted in a disciplined, value-investing philosophy and a strong conviction in the power of long-term compounding to build and preserve wealth. He is committed to delivering comprehensive, goals-based financial planning tailored to each client’s unique circumstances.

Outside of his professional endeavors, Joseph enjoys backpacking, fishing, and spending time with family. He’s an avid reader and draws on a broad range of literature to inform his investment philosophy and worldview.