Joseph Guarneri, CLU, ChFC, CFP - UBS Financial Services Inc.

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1285 Avenue of the Americas Fl 18
New York, NY 10019

Joseph Guarneri, CLU, ChFC, CFP, is a Managing Director at UBS Financial Services Inc., where he leads a team focused on wealth management strategies tailored to meet the unique financial priorities of each client. With extensive experience since 1985 and multiple professional designations, he specializes in retirement planning that emphasizes both wealth creation and distribution.

As a founding member of GKBA Associates, Guarneri coordinates investment strategies and asset allocation models, leveraging the significant resources of UBS to assist clients in navigating the complexities of wealth management. His approach incorporates the UBS Wealth Way, addressing liquidity, longevity, and legacy to help clients achieve their long-term financial goals.

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