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RESTON, Va., May 3, 2021 /PRNewswire/ Capitol Securities Management, Inc. is pleased to welcome Joseph Fumo to the company.
Joseph J. Fumo V graduated with a B.A. in Business Administration and a concentration in Finance from the Erivan K. Haub School of Business of Saint Joseph s University in 2012. With a focus on learning, Joseph became a CERTIFIED FINANCIAL PLANNER™ practitioner in March of 2015 as well as receiving his MS in Personal Financial Planning in 2017. He holds FINRA Series 3, 7, and 66 licenses. Joseph joins Capitol from Wells Fargo Advisors.
As a Financial Advisor with over 10 years of industry experience, he helps successful families and individuals organize and manage their financial affairs. His areas of focus include generational wealth transfer and assisting pre-retirees and retirees in managing their assets to provide a lifestyle sustaining income that allows them to maintain their dignity and independence.