Joe Satira, CFP®
Retirement Planner
Joe’s relentless work ethic and commitment to helping his clients achieve their goals is reflected in his vast experience, which spans wealth management, private banking, trust and fiduciary services, and accounting. This broad exposure culminates in thoughtful, coordinated retirement strategies that consistently put clients first.
Prior to joining Golden Reserve, Joe served as an Assistant Vice President at one of the largest diversified financial services institutions in the United States. During his tenure, he advised hundreds of clients, helping individuals and families navigate retirement readiness, income planning, investment strategy, tax considerations, cash flow management, risk mitigation, and legacy planning.
Joe holds the Certified Financial Planner® and Chartered Financial Consultant® designations. He also maintains Series 7, Series 66, and Pennsylvania Life, Health, Accident, and Annuity Insurance licenses. He is a graduate of Washington & Jefferson College, where he earned a bachelor’s degree in accounting.
When he’s not in the office, Joe enjoys working out, hiking, and quiet weekends at home with his loved ones. He and his wife, Sofia, share a son, Santino, and dogs Daisy and Rosie.
