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WHO IS JOSEPH RINALDI?
Joseph Rinaldi Senior Managing Director of Quantum Financial Advisors is an Independent Registered Investment Advisor, he has over twenty four years of progressive and successful experience in both the buy & sell sides of Wall Street firms and banks. He currently hold a Series 65 license and has passed the Series 7, 63 and 3 exams. Click here for his Bio.

A Senior Advisor and Managing Director With Experience In:

  • Wealth and Money Management

  • Managing Money for Non Profits

  • Hedging / Risk Management

  • Risk Controlled Arbitrage

  • Structured Finance

  • Pension & Retirement Planning

  • College Planning

  • Mortgage Finance

  • Tax Planning

  • Family Office

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