Joe DeLisi
CFP®, ChFC™, CExP™
Owner, Financial Planner
About Joe
For nearly 30 years, Joe has guided business owners through successful exit strategies and advised high-income professionals in medicine and executive leadership. Since 2006 he has been a sought-after keynote speaker at large financial advising events and conferences across the country. Clients appreciate not only his deep technical expertise but also the seasoned perspective he's gained navigating major market events—from Y2K and 9/11 to the Great Recession and the COVID-19 pandemic.
Joe prioritizes physical fitness, he trains Brazilian Jiu-Jitsu, runs and plays ice hockey most evenings.
Joe and his wife, Jayme, have six children and live in Las Vegas, NV. They are passionate about raising funds to support ministries that aid trafficked and abused children in the United States and the Middle East. They are also active in helping to facilitate Classical Education for children who may not be able to access it otherwise.
Credentials
Education and Experience:
The Business Enterprise Institute 2020
Certified Business Exit Planner™
The American College of Financial Services 2007
Certified Financial Planner™
The American College of Financial Services 2004
Chartered Financial Consultant™
The University of Maryland 1994-1998
Phi Beta Kappa
BA Communication
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