Broker Check
Joseph Ricciardi, CFP®

Joseph Ricciardi, CFP®

Wealth Advisor

Joe Ricciardi has worked in financial services since 2007 and has concentrated on helping pilots and professionals. He has a Bachelor of Science degree from Embry-Riddle Aeronautical University and is an Airline Captain for United Airlines, based in Chicago. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and holds registrations for FINRA Series 7, and 66 through LPL Financial.

His priority is providing a comprehensive assessment of each client’s unique financial situation. Whether the goal is saving for a secure retirement, putting together an estate plan, or funding a child’s future education, Joe has the skills and knowledge necessary to design the appropriate approach to pursue the success desired.

Joe’s hobbies include golf, traveling, and spending time with his two children. Joe is active in his community of Crystal Lake and McHenry County through his volunteer activities in association with Willow Creek Community Church, of which he and his family are active members.