Joseph P. Marmorato
CFP®, CPA
Senior Tax Strategy Advisor
A willing and positive attitude is a key ingredient for a great team that services clients.
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Joseph “Joe” Marmorato, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), serves as a senior tax strategy advisor in Savant’s Lancaster, Pennsylvania, office. Joe is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Before joining Savant, Joe led tax planning at Domani Wealth, where he helped clients navigate complex financial decisions until the firm joined Savant in 2023. He began his career in financial services in 2012 and continues to bring a client-first mindset to every engagement.
Joe is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Tax Section. He holds a bachelor’s degree in accounting from Quinnipiac University in Hamden, Connecticut.
Outside of work, Joe enjoys reruns of The Office and counts Amsterdam among his favorite travel destinations.
Articles &
Media
Education &
Designations
- Quinnipiac University
Bachelor of Science in Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- New Jersey Society of Certified Public Accountants – member
- American Institute of Certified Public Accountants (AICPA), Tax Section – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.