Meet Our Team

Joseph Kolb, CFP^®

Joseph Kolb, CFP® is Director of Financial Planning, providing financial planning and investment advice to new and existing clients.

Joe has a Certificate in Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is a graduate of Southern New Hampshire University and holds a BS in Business/Finance. He holds the MA and RI Life and Health Insurance Producers Licenses, as well as the FINRA Series 65 license.

He is a member of the Financial Planning Association and serves as an officer on their board. Joe is also a member of the Estate Planning Council of Rhode Island and the Partnership For Philanthropic Planning. He is currently featured on StrategicPoint’s Making Money Updates on 630AM WPRO and 99.7 FM. 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 19 years of business experience.

Email: jkolb@StrategicPoint.com
Phone: 401-273-1500 x108