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Joe Dankowski

CFP®

Financial Planner
About Joe Dankowski

Before joining Heritage, Joe led a wealth management practice that assisted institutions, corporate executives, entrepreneurs, physicians, business owners, professionals, and their families in developing and implementing coordinated financial strategies. He has an open architecture approach that allows him to offer high-quality and accurate objective advice to address the unique needs of his clients.

Joe helps each client define and develop clear objectives and to design a tailored strategy to help build, manage and preserve their wealth. He manages investment portfolios by utilizing both strategic and tactical solutions. Combining core, opportunity, and alternative asset classes minimizes risk and create tax efficiency. The hallmark of his practice has always been to deliver personalized investment advice and financial planning strategies with best-of-class service.

Joe resides with his wife, Desiree, sons Tripp, Dash, and Jett, and two dogs in Stevenson MD. He enjoys golf, fitness, cooking, coaching, skiing in the winter and beach activities in the summer.

 

Certifications
  • CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®)
  • Registered Investment Advisor Representative
  • Licensed General Securities Representative
  • FINRA Series 7 & 66 Registered
  • Life, Health, Annuity
  • Long-Term Care Insurance Registered

Education
  • University of Maryland – Robert H. Smith School of Business,
    Master of Business Administration (MBA), Finance, Strategy
  • Providence College, B.S., Health Policy / Management and Economics

CRN-5205993-111822

Primary Clients or Industries

Business / Corporations

Business Owners / Corporate Executives
Educational and Medical Institutions
High Net Worth Individuals and Families
State & Local Governments
Widows and Divorcees

Primary Service Areas

Wealth Planning and Preservation

Strategic and Tactical Investment Management

Retirement Income Planning

Tax Efficiency 

Estate and Tax Reduction Strategies

Risk Management

401k and Corporate Retirement Plan Management

410-771-5422

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307 INTERNATIONAL CIRCLE, SUITE 390 HUNT VALLEY, MARYLAND 21030