Joseph T. Burkhard, CFP®, CLU®, CHFC®, AEP®, LUTCF®
Owner/President
CA Insurance License #0B77526
Joseph Burkhard brings over 32 years of financial expertise to his client-centered practice, following a family legacy that began when his father entered the insurance business in 1963. A graduate of Seton Hall University with a BA in Finance (where he also played collegiate soccer), Joseph has built a reputation for providing superior advice and service at reasonable prices.
As a financial services professional with multiple designations, Joseph specializes in retirement funding and investment planning for pre-retirees and retirees. His approach is deeply individualized, customizing financial strategies to meet each client's unique needs and goals.
Joseph maintains his office in Iselin, NJ, while residing in Berkeley Heights with a summer home in Long Beach Island, NJ. He is married to Andrea, who owns and manages Paul Ippolito Memorial in Summit and Berkeley Heights. Together, they’ve built a loving household that celebrates each other’s unique talents and passions. Joseph's three children include Sammy and Rachel (both TCNJ soccer alumni) and Alison (who plays club tennis at TCNJ), while Andrea has two sons, Jared and Justin.
When not guiding clients toward financial security, Joseph enjoys playing soccer, working out at the gym, reading, and spending quality time with his family.