Joe Fiori
Joe Fiori, CIMA®
Business Development Consultant
Eastern MA, ME, NH, RI

Joe provides practice management, investment consulting and wealth advising support to financial advisors in Maine, Eastern Massachusetts, New Hampshire and Rhode Island. Joe has worked directly with financial advisors in a consulting role since 2010.

He holds the Certified Investment Management Analyst (CIMA®) certification, administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. Joe also earned a bachelor of business degree with a concentration in finance from Western Illinois University and holds FINRA series 7, 63, and 65 licenses.

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