Joseph P. Marmorato

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

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, and is a Certified Public Accountant (CPA). He 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 Public Accountant (CPA)

Affiliations &
Community Service

  • New Jersey Society of Certified Public Accountants – member
  • American Institute of Certified Public Accountants (AICPA), Tax Section – member