Joe Tortis has over 12 years’ experience in Life Insurance, Wealth Planning, and Financial Planning. He started his financial services career with MetLife in 2003 and was recognized as a MDRT qualifier and a President’s Conference qualifier for four consecutive years. He was also awarded Rookie of the Year in 2004 and Advisor of the Year in 2005. Joe joined Massachusetts Mutual Life Insurance Company (MassMutual) in 2009 and has qualified for MassMutual’s Leaders Club each year (2010-2014) and Blue Chip Council (2013 & 2014).In addition to these achievements, Joe earned his Certified Family Business Specialist designation, providing him with the knowledge and insight into the inner workings and challenging dynamics of family-owned businesses.
“My goal is to help clients make sound, educated decisions, especially with regard to insurance and investments. My approach is to help clients identify their goals and develop solutions which meet their objectives efficiently. Our firm strives to develop long term relationships and focuses on becoming a lifetime resource for each client.”
He has built successful practice that focuses on helping people achieve their financial goals. From Joe’s commitment to helping his clients and developing trusted relationships, many of his clients have become good friends. In addition to working closely with his clients, Joe frequently conducts seminars on various financial topics.
Joe was born and raised in the South Jersey area and he resides in Marlton, New Jersey. Joe received his Bachelor’s of Science in Finance from Rutgers University, the CERTIFIED FINANCIAL PLANNER™ (CFP®) from Fairleigh Dickinson and his Certified Family Business Specialist (CFBS) designation from The American College.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies