S. Joseph DiSalvo, ChFC®, is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With over 25 years in financial services, he is passionate about educating clients on investment and income strategies that align with their life goals. A dedicated speaker, he has led 100+ educational workshops, simplifying complex financial topics to empower individuals in their retirement planning.
Joe holds a BA from SUNY Stony Brook, the ChFC® designation, and is an Accredited Investment Fiduciary (AIF®). He is a member of Ed Slott’s Elite IRA Advisor GroupSM and has served as a Northeast Field Advisory Board Representative with AssetMark. Outside of work, he enjoys hiking, photography, endurance events, and cheering on his two sons, who played Division 1 college lacrosse.
