About Joseph Donnantuoni Banner
Joseph Donnantuoni has worked in the financial services field since 1985, beginning as a Tribunal Administrator with the American Arbitration Association, where he managed an arbitration caseload. His career continued through financial services and brokerage firms, including positions at 14 Wall Street and on the 110th floor of the World Trade Center in New York City. Joseph was selected and trained by the NASD (now FINRA) in Rockville, Maryland, completing its Phase 1, Phase 2 and Phase 3 Compliance Examiner training.
Following that training, he worked as a Compliance Examiner in NASDDistrict10in New York and District 1 in San Francisco, examining broker-dealers for compliance with securities rules and regulations. He subsequently spent 10 years as an OSJ Branch Manager of a FINRA broker- dealer. Joseph has continued his work in retirement, financial services and long-term care planning. He is a Certified Medicaid Planner™. Joseph Donnantuoni is a Federal Retirement Consultant℠ . Throughout his career, Joseph has particularly enjoyed working with and helping the people who work hard every day
Retirement Is About More Than Watching the Numbers
Financial security matters, but retirement should not be spent constantly watching account values. The purpose of planning is also to create the freedom to spend time with family, pursue lifelong interests, travel, volunteer, perform, or simply enjoy the time you worked so many years to earn.
For me, one of those lifelong interests is singing. I have continued performing throughout different stages of my professional life, and the photographs, recognition and brief performance video below represent that part of my life.
When appropriate, insurance and annuity strategies can provide contractual guarantees that help address certain financial risks. Those guarantees do not eliminate every risk, but they can be part of a retirement strategy designed so that your money supports your life — not so that watching your money becomes your life.
Professional Associates
Joseph Donnantuoni
Certified Medicaid Planner™
Irene McKinney
Federal Retirement Specialist
Former USPS Plant Manager through 2024, retired.
John Hsu
Federal Retirement Advisor
Former Owner of 30 year FINRA Broker-Dealer
The Numbers Matter
Retirement decisions should be based on more than projections and illustrations. Joseph believes the numbers should be taken seriously and supported by actual documentation.
During an educational session with Joseph, either at his office or by video conference, you may ask to see consecutive, dated account statements documenting actual historical results over multiple years.
There's More to Retirement Than the Numbers
Retirement isn’t only about calculations, elections and income. It’s also about having the opportunity to enjoy the interests, family and experiences that make life meaningful.
Outside his retirement work, Joseph is a vocalist who performs opera, Broadway and show tunes, patriotic selections and other favorites.
