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Joseph M. Cope
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Name: Joseph M. Cope

Designations: CFP


Years in the Industry: 14

Hobbies: Golf, Soccer, Skiing, OrangeTheory Fitness, Being an annoying Boston Sports Fan.

What are you most passionate about professionally? Personally?
I am most passionate about protecting families from the financial impact of adverse events. Personally I believe all children should have the opportunity to be seen, supported and thrive given their unique God given talents. 

What’s your biggest accomplishment?
Reconnecting with my father after 17 years of absence.  

What problems do you consistently solve for your clients?
Being clear and confident on their financial path forward. 

What weakness do your friends and family know you for?
WAY too hard on myself 

What are you complimented on most in your work?
Clear, concise and caring communication

Why are you a  NAIFA member? 
The financial industry is under constant scrutiny and attack.  NAIFA defends our clients interests and gives me confidence I'll be able to serve them for years to come. 

How has NAIFA made a difference in your practice/life?
They've given me an opportunity to serve our industry in unique ways - such as participation on panels and advocating directly to legislators.