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Joseph A. Ficarra, CFP®

Joseph A. Ficarra, CFP®

Financial Advisor

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location of Joseph A. Ficarra, CFP®Bellevue, Washington, United States

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  • Timeline

  • About me

    VP Financial Consultant at Fidelity Investments

  • Education

    • Gordon College

      1991 - 1995
      BA History

      Activities and Societies: Internship with AG Edwards & Sons, Assistant to Financial Advisor.

  • Experience

    • AG Edwards and Sons

      Jan 1995 - Jan 2000
      Financial Advisor

      As a Financial Advisor with AG Edwards I assisted families, individuals and entrepreneurs with creating guaranteed income for life. Set up financial plans and an investment programs, I customized a program to help meet client’s complex financial needs.By building trust in every relationship, as a Financial Advisor I was positioned to assist in all aspects of financial advice.

    • Ficarra Development Inc.

      Jan 2001 - Sept 2013

      Directed and managed in house proprietary investment strategy for Ficarra Dev. Incorporated. The Wilderness at Silver Dollar City, Branson Missouri. Developed and implemented new product concept. Through a streamlined and innovative marketing approach, re-branded the business into The Wilderness at Silver Dollar City.

      • Investment Manager

        Jan 2008 - Sept 2013

      • Owner The Wilderness at Silver Dollar City

        Jan 2001 - Jan 2008

    • Morgan Stanley

      Apr 2014 - Mar 2015
      Financial Advisor

    • Fidelity Investments

      Feb 2015 - now
      VP Financial Consultant

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER

      CFP Board
      Dec 2017