Joseph Geslao

Director Of Financial Planning @ Bleakley Financial Group

About

Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management. Joe holds life and health insurance licenses, as well as the FINRA series 7, series 63 and series 66 registrations through LPL Financial. Prior to joining Bleakley, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients. Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners. Third party posts found on this profile do not reflect the views of OnePoint BFG Wealth Partners and have not been reviewed by OnePoint BFG Wealth Partners as to accuracy or completeness.

Country

United States

City

Fairfield

Industry

Financial Services

Skill

Estate Planning, Retirement Planning, Life Insurance, Hold Series 7

Experience

manager

prudential financial

1996-8 - 2000-3 · 3 yrs 8 mos

Assist top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar, and executive bonus plans. Analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Daily use of the Internet for researching companies and their products to provide agents with a competitive edge. Responsibilities in team projects, requiring prioritizing and meeting deadlines. Strong computer knowledge in working with both Windows and DOS based programs. Effective communication skills are day-to-day requirements.

insurance agent

new york life insurance company

1996-1 - 1996-8 · 8 mos

Worked in the field to propose and sell different life insurance plans as well as disability, mutual fund, and annuity products. Created proposals using Windows based software. Taught new agents how to position and sell the products available to them. Traveled with new agents to assist them with opening and closing sales calls.

special agent

prudential financial

1994-7 - 1995-12 · 1 yr 6 mos

Sold life insurance, disability, annuity and mutual fund products within the company, as well as 15 outside companies. Scheduled appointments with prospective clients. Used the Financial Needs Analysis program to analyze client’s situations. Created proposals to satisfy their needs. Became proficient in closing cases and collecting initial payments.

assistant controller

zoes kitchen

1993-5 - 1994-6 · 1 yr 2 mos

Performed month ending journal entries. Reconciled monthly bank statements. Entered vendor receipts for accounts payable. Accounted for payroll hours and maintained weekly payroll checks for over 300 employees. Performed surprise audits for different locations to ascertain whether or not the sales receipts matched the bank deposits.

director of financial planning

bleakley financial group

2000-3 - Present · 26 yrs 7 mos

Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.