S. Joseph DiSalvo, ChFC®, AIF® is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With more than 25 years in the financial services industry, he values the long-term relationships he has with his clients and is passionate about helping them build and maintain successful investment and income strategies that align with their life goals. He prides himself on delivering an outstanding level of service for his clients and he enjoys leading an outstanding team of dedicated professionals who are passionate about coming to work each day and thrive on playing an important role in clients’ lives.
Joe received his Bachelor of Arts degree from the State University of New York at Stony Brook, Chartered Financial Consultant designation (ChFC®) from American College, and is an Accredited Investment Fiduciary, (AIF®). He is committed to following and adhering to a code of ethics, continuing education, and always putting his clients’ best interests first. His ChFC® designation is a mark of excellence signifying that he has a comprehensive education in financial planning and knows how to leverage his knowledge of investments, insurance, and tax planning into a financial plan designed for you. As an AIF® designee, he has been certified specifically for his ability to follow a fiduciary process with his clients’ best interests at heart.
He has served as a Northeast Field Advisory Board Representative with AssetMark, a Fortune 500 company that helps independent financial advisors build strong businesses, and has been recognized as being among their top tier of advisor relationships nationwide. In addition, he ranks among the top producing registered representatives at Cetera Advisors Network.
An accomplished public speaker, he has had the honor of leading over 100 educational workshops for a wide range of national organizations. His enthusiasm for offering straightforward insights into complex financial topics inspires him to engage with audiences and welcome new clients seeking guidance on retirement income strategies.
Joe is a family man and a nature enthusiast. He enjoys hiking, photography, and national parks and has camped at over 14 national parks around the country. He is a proud dad of two boys who have played Division 1 college lacrosse together. When he isn’t cheering his boys on at the field, he also enjoys endurance events, exercising, music, reading, BBQing, and organizing tailgating events for kids from various teams in his area.