Joe Lamoglia
Falls Church, VA

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  But financial strategies are about something much more important than money -- it's about you, your family, and your goals. With so many complex financial products at our disposal, it's important to make decisions based on your unique situation and your values. Together we can plan strategy that is right for you and your family.

Before coming to this profession, I spent more than 15 years in not-for-profits working with individuals who were interested in leaving the world better than they found it. I bring that same approach to helping indviduals, families and business owners make financial decisions that help accumulate and protect the wealth they have worked so hard to acquire -- and to preserve and pass on that wealth for the people and causes that they care about.

I offer a broad range of financial products and services including:    

• Retirement Planning (Traditional, Rollover and Roth IRAs, 401k and 403B)
• Investments (Stocks, Bonds, Mutual Funds and Annuities)
• Risk Management (Life, Disability, Health and Long Term Care Insurance -- for groups and individuals)
• College Funding (529 Plans)
• Estate Planning Strategies

I started my practice with AXA Advisors in 2005 and I have the FINRA Registrations Series 7 and Series 66, as well as Life and Health Insurance licenses. Raised in Loudon County, I have lived in Reston with my wife, Jan, and my daughter, Lauren , since 1990. I graduated from Old Dominion University, in Norfolk, Virginia, in 1989.

If I can help you make informed financial decisions, please call me at (703) 819-0355.