President, CEO, CCO
As the lead advisor at Retirement Planning Specialists, Joe relies heavily on his 25 years of experience in the financial industry to serve his clients. He believes prudent investment advice, solid returns and quality service are important components of the client experience, but the key ingredient is the personal relationship. Specializing in pre-retirement planning, it is integral to thoroughly understand the goals and dreams of his clients… and the best way to do that is to be personally invested in their success which is the primary reason he decided to organize Retirement Planning Specialists as a fee-based, independent Registered Investment Advisor (RIA).
Joe heads the firm’s investment committee. Meeting regularly with fund managers, assessing risk exposure and analyzing fund performance, he continually evaluates the composition and allocation of the models in our portfolios. Joe holds his Series 6, 7, 63 and 65 securities licenses as well as his Life, Health and Variable Annuity license.
Joe lives in Bensalem with his wife, Patti, and their three dogs. Their home is rarely quiet, however, with a combination of seven children, two grandchildren and a host of other family and friends visiting regularly. In addition to being involved with his family, Joe is also passionate about donating his time and resources to several charities. When he does get a chance to relax, he can usually be found on a beach in Cancun.
Vice President, COO
Kelly joined the RPS team in January 2012 to spearhead our transition to an independent Registered Investment Advisor (RIA), bringing with her nearly 15 years of experience working with boutique wealth management firms in Florida and Pennsylvania.
As Vice President and COO, she handles all aspects of business operations, supervises client services and administers the firm’s compliance program. Kelly also holds her Series 6, 63 and 65 securities licenses.
A Theatre major in college, Kelly is still an ardent supporter of the fine arts. She is an active member and patron to the Bucks County Playhouse and the Drama League. When not working or enjoying the theatre, she can usually be found playing with her two rescue dogs, Rebel and Riley; baking or gardening at her home in Doylestown.
Christopher Sacco, ChFC®
After receiving his B.S. in accounting from Penn State in 1996, Chris began his career as Controller for a subsidiary of an investment firm based in Wayne, PA. With his background in finance and accounting, Chris found his niche when he became an investment advisor for a large brokerage house in 2003.
Joining Retirement Planning Specialists in 2007, Chris works closely with his clients to develop comprehensive retirement strategies. He believes in a holistic approach to financial planning and partners with other respected professionals in the areas of tax, estate, and business planning.
As a member of our investment committee, Chris regularly evaluates risk and interprets data as it correlates to our portfolios. In researching and analyzing fund performance, he performs due diligence on the firm’s various asset classes. Chris holds his Series 6, 7, 63 and 65 securities licenses; his Life, Health and Variable Annuity license, and earned his Chartered Financial Consultant Designation (ChFC®) in 2011.
Chris lives in Huntingdon Valley with his wife Lara, daughter Teresa and son Christopher. He loves spending time with his family and is an avid Eagles and Phillies fan. In his spare time, Chris enjoys going to the beach with his family, exercising and wine tasting.
Client Service Advisor
Jimmy graduated from the University of Pennsylvania with a B.A. in Economics and Politics. Most recently, he served as a trading and research analyst for an equity trading firm in Bucks County, PA. His previous experience also includes client relations and a strong background in marketing.
Since joining the firm as our Client Service Advisor, Jimmy has worked closely with our lead advisors to maintain many of our existing client relationships and foster new ones. As a member of the firm’s investment committee, he’s also responsible for researching market conditions, analyzing fund performance and assisting in the design and composition of the firm’s investment portfolios. Jimmy holds his Series 65 securities license.
Jimmy lives in Warminster with his son Andrew and daughter Emma. In his free time, Jimmy enjoys spending time with his family, working around his home and garden, and being active in his local church.