PERSONAL
Meet the founder, Joseph P DeFazio -everyone calls him Joe.
Joe was born and raised in the suburbs of Philadelphia and graduated from Penn State with a bachelor’s degree in economics.
Joe enjoys reading non-fiction books, hiking with Annie (his teacup Great Dane) and Maria (his long-term girlfriend), running, playing soccer, and spending time at the New Jersey shore.
PROFESSIONAL
Joe spent the better part of a decade working for Northwestern Mutual, where he spent most of his time supporting advisory firms and their sophisticated clients.
Joe brings expertise and wisdom to clients as they make significant life choices -he excels at distilling complex financial concepts into actionable plans.
Joe is a lifetime learner and, through dedication to his craft, has passed several of FINRA’s exams, including:
SIE®
The Securities Industry Essentials® Exam
Series 7
Series 63
Series 65
These exams allow him to offer advice on existing investment and wealth management strategies, offer fee-based consulting engagements, and offer portfolio management services.
In addition, he passed multiple Commonwealth of Pennsylvania insurance producer exams:
PA 16-03
Life, Accident, and Health Insurance Producer Exam
PA 16-06
Property and Casualty Insurance Producer Exam
These exams allow him to offer advice on various insurance contracts such as Life Insurance, Disability Insurance, Long-term Care Insurance, Health Insurance, Fixed and Variable Annuities, as well as Home, Auto, Umbrella, and Commercial Insurance.
Further, he has earned several professional designations and continues to explore the latest industry strategies:
With a strong foundation in financial planning, risk management, and portfolio management, Joe embraced his entrepreneurial nature and launched 10th Street Capital at the end of 2022!
10th Street Capital aims to serve the personalized needs of motivated, entrepreneurial-minded people, young families, business owners, established professionals, high-ranking executives, and retirees.