Joseph A. Frederick, AIF®

Retirement Plan & Financial Advisor

Joe is a seasoned financial professional with a strong background in the industry. Since 2012, he has been affiliated with Private Advisor Group, where he will soon take on the role of branch manager for the Blue Bell, Pennsylvania office in 2024. Prior to this, Joe dedicated a decade of his career to Capital Planning Wealth Management.

With over 19 years of experience in the financial services sector, Joe has established himself as a trusted advisor. He began his financial services career in 2004 as a General Securities Registered Representative and has obtained Series 7, Series 66, and Series 24 licenses. Additionally, he is licensed to provide valuable guidance on life insurance, variable life insurance, and variable annuities.

Joe’s commitment to service excellence extends to the retirement plan business as well. Since 2008, he has been a qualified retirement plan advisor through LPL Financials’ Retirement Plan Consulting Program (RPCP). This program allows him to serve as a 3(21)-co-fiduciary, utilizing LPL Financials’ corporate RIA (Registered Investment Advisor).

Recognized for his expertise in fiduciary standards of care, Joe earned the Accredited Investment Fiduciary (AIF®) designation in 2007. This prestigious certification signifies his comprehensive knowledge of fiduciary practices and their application to the investment management process.

Outside of his professional endeavors, Joe finds joy in his personal life. He is married to Kara, and together they reside in Blue Bell, Pennsylvania. Joe takes pride in being a loving father to three children, Erika, Joe, and Ava, and grandfather to six grandchildren, Sophia, Richard, Johnnie, Gianna, Brooklyn, and Giuseppe. He also enjoys engaging in recreational activities. Golf and horseshoes are among his favorite pastimes. As for his dream vacation, Joe aspires to embark on an extended European trip, with stops in Switzerland, Austria, Germany, and Italy, to fulfill his bucket list adventure.