Joseph J. Pelle, Jr. AIF®, QKA
SVP, Employer Retirement Plans, Financial Advisor
Joseph “Joe” Pelle, AIF®, QKA, has more than 25 years of Employer Retirement Plan and Wealth Management experience.
Joe works out of our Akron, OH office and leads our employer retirement plan team while working with our plan sponsors to develop customized retirement plan designs for our clients. He oversees aspects of the enrollment process, maintenance, conversions, administration and regulatory services, and investment monitoring to our employer qualified plans.
The team is committed to providing best practices for our clients and developing education on longevity to retirement plan participants.
A husband and father to two adult children and two grandchildren, Joe earned his Bachelor of Arts degree in business administration (Summa Cum Laude) from Walsh University. He holds the Series 6, 63, and 65 securities registrations and professional certifications including the American Society of Pension Professionals and Actuaries Retirement Plans I & II and Qualified 401(k) Administer (QKA) as well as holding Life and Health insurance licenses in many states. Joe also holds the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.