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Joseph L. Soricelli
Since 1985, Mr. Soricelli has been actively involved as an insurance broker and financial consultant. He holds both a bachelor of business administration in marketing from Iona College and a master of business administration in management and compensation planning from Long Island University. Mr. Soricelli has spoken at national conferences and been published on the topic of long term care and disability planning.
In 2002, Mr. Soricelli became Managing Director for Breakwater Risk Consultants, LLC, based in White Plains, New York. Mr. Soricelli provides risk management, succession planning, executive compensation and employee benefit consulting services to business entities, private foundations and high-net worth individual clients.
In 2000, Mr. Soricelli became Manager of Advanced Planning and Long-Term Care of MetLifes Westchester Agency, based in Tarrytown, New York, a full-service insurance and financial services agency with over 60 agents.
In 1998, Mr. Soricelli became Vice President, Sales and Financial Planning for NIA Group, based in White Plains, New York, a full-service insurance brokerage operation. At NIA, Mr. Soricelli integrated two new departments, Life and Benefit Planning, into the company.
In 1997, Mr. Soricelli established an independent insurance agency, Family Harmony Financial Planning (FHFP), based in Valhalla, New York. FHFP consults with individuals and private businesses in the areas of long-term care insurance and estate and retirement planning.
Mr. Soricelli is a Certified Long-Term Care Consultant (CLTC), and a candidate for Certified Financial Planner (CFP) certification. He is a graduate of, and has served as an instructor for, the Agency Managers Training Council (AMTC), under the auspices of the National Association of Life Underwriters (NALU). He is also a Qualifying Member of the Million-Dollar Roundtable (MDRT), as well as a Member of the Westchester Association, Independent Financial Advisers (WAIFA) and the Valhalla Lions Club
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