Joseph Passaniti, CPA
Vice President
Investment Advisor Representative
Tax Preparation & Planning, Investment Advice, Retirement Planning
Joseph, a former NCAA athlete, graduated with a BA in public accounting from Pace University. As a Certified Public Accountant (CPA), Investment Advisor Representative with Cetera, and holder of Series 7, 63 and 65 securities registrations, he enjoys providing tax and investment solutions to his clients. Before joining Hudson Financial Services in 2018, Joseph was a senior vice president at a New York City bank where he helped manage a $150 million investment portfolio.
Joseph married his college sweetheart, Tara, and lives in Ossining with their children, Dominic and Alexa.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Tax planning services offered through Hudson Tax Services, LLC.