Joseph M. Grella CFP®, MBA®

President - Financial Planning

Managing Partner and Certified Financial Planner™, Joseph M. Grella has more than 30 years of professional experience, the last 20 years spent providing tax and financial planning services to individual investors and small businesses. He understands first-hand the financial needs and concerns individuals and business owners face on a daily basis and provides clients with the financial advice they need to help reach their long-term financial goals.
Joe earned a BA from Bridgewater State University and an MBA® from Northeastern University.
In his community on the North Shore, Joe is actively involved in a number of civic, fraternal, and nonprofit organizations. He also enjoys golf and spending time with his family.