Education & Certifications:
After earning an undergraduate degree in psychology from Ramapo College of New Jersey, Joanna continued to complete the financial planning certification program at Fairleigh Dickinson University and holds her insurance licenses. Since becoming an Investment Advisor Representative in 2014, Joanna has been an integral member of the Acorn team, focusing on planning and financial education for new and existing clients. Understanding that retirement planning is an important and complex issue, she earned the Retirement Income Certified Professional® (RICP®) designation from The American College in 2017 to help her clients pursue their individual retirement goals. Later that year, Joanna went on to become a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.