Joe Iafelice
I have the privilege of handling hardworking Americans’ life savings with the utmost care and diligence. Building wealth takes a lifetime, and managing it requires that same level of respect and focused attention. I enjoy constructing portfolios and focusing my experience with investment strategies, investment research and analysis, and trade execution to help manage that same wealth.
Before joining Curran Wealth Partners, I spent time as a financial representative and worked in various sales roles. I was inspired to enter the financial services industry because of the unique opportunity it provides; outside of health care, there is no other field where you can create such a lasting, meaningful impact on a family and their legacy. I graduated from Otterbein University and passed the Series 65 securities exam, and I also hold life, health and annuities licenses.
I originally come from Cleveland, Ohio, and now I call Charleston, South Carolina, home. When I’m not at work, I am an avid car enthusiast and love spending time out on the water boating. I also have a deep fascination with hurricanes, and I’m a huge Ohio State Buckeyes fan.
