Broker Check
JoAnne DePalma, CFP®, AIF®

JoAnne DePalma, CFP®, AIF®

Investment Advisor Representative

JoAnne is a seasoned professional with 20 years of providing investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where the want to be and how they will get there. JoAnne began her wealth management career at a local accounting firm in 2000 where she created their Wealth Management Services practice. After 11 years, she moved to a Shoreline Registered Investment Advisory firm as a Senior Financial Advisor. Additionally, JoAnne was an Assistant Vice President and Private Banking Officer at a local bank where she opened and managed the first Private Banking Office in the New Haven area. JoAnne obtained her accounting degree from Quinnipiac University and completed all of the requirements associated with the designation of Certified Public Accountant. Prior to obtaining her degree in accounting, JoAnne attained her CERTIFIED FINANCIAL PLANNERTM certification and a Bachelor’s of Science degree in Management. JoAnne obtained her Series 7, 24 and 63 registrations, as well as life, health and variable annuity insurance licensing.

JoAnne is on the Board of the Orchard House in Branford where she serves as the Treasurer and Financial Committee Chair. JoAnne is also on the Board of the Financial Planning Association.