Meet Our Team
Joseph Kolb
Joseph Kolb is Director of Financial Planning for StrategicPoint Investment Advisors, providing financial planning and investment advice to new and
existing clients. Joe is also responsible for building client
relationships and facilitating client service needs.
Joe has a Certificate in Financial Planning from Bryant University. He holds the RI Life and Health Insurance Producers License, as well as the FINRA Series 65 license. He is a member of the Financial Planning Association and serves as a director on their board. Joe has also taught Financial Literacy as a volunteer for Junior Achievement of Rhode Island. He is the former Vice President and co-founder of Star Medical, Inc. and has over 18 years of business experience.
Email: jkolb@StrategicPoint.com Phone: 401-273-1500 x1119 |