Joseph P. Marmorato

CFP®, CPA

Private Client Group Planner

A willing and positive attitude is a key ingredient for a great team that services clients.

1869 Charter Lane Suite 302 Lancaster, PA 17601
717.393.9721

Joe has been involved in the financial services industry since 2012. He was the manager of tax planning for Domani Wealth from 2021 until it joined with Savant in 2023.

Joe earned a bachelor of science degree in accounting from Quinnipiac University in Hamden, CT. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA). Joe is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Tax Section.

Joe’s favorite place he’s visited is Amsterdam. He is always up for reruns of The Office.


Education &
Designations

  • Quinnipiac University, Hamden, CT
    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.