Joe Neff, CFP®, CSLP

Wealth Advisor, Director

New Castle, PA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Student Loan Professional

 

Work Experience

  • Joined MAI in 2024
  • Previously worked at Treloar & Heisel (T&H)
  • Prior to T&H, was a Financial Advisor at Crescent Wealth Partners, where he was responsible for creating and presenting financial plans
  • Was a Business Analyst at Northeastern Fence Corp, where he was responsible for pricing analysis and creating and monitoring performance metrics across departments

 

Life Outside of MAI 

  • Brazilian Jiu Jitsu black belt and instructor for Team Renzo Gracie New Hampshire
  • Avid fly fisherman
  • Lives in Newmarket, NH with his wife and son

 

Education

  • Grove City College, Bachelor’s degree, Economics

 

We look forward to learning about your financial goals.

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