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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

Joe-1

Joe Orff, CFA, CFP®

Director of Investment Research

Senior Advisor, Shareholder

Joe Orff is a Senior Advisor at Wealthstream Advisors, where he discusses short and long-term financial planning goals with clients to set them up for success. He also serves as the firm’s Director of Investment Research, analyzing current and potential investments to ensure client portfolios are invested appropriately for the long-term. Joe is enthusiastic about catering to his clients’ best interests and is always eager to review cash flow projections, taxes, insurance, estate planning, or investments for them.

Joe graduated from the University of Miami with a double major in finance and accounting. He began his career at Wealthstream as an Analyst and quickly rose through the ranks by consistently exceeding client expectations. He is also a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ Professional.

Joe is originally from the Philadelphia area and is an avid follower of the Sixers, Eagles, and Phillies. Outside the office, he enjoys traveling, challenging himself at the gym, and cooking new recipes.

Education and Credentials:

  • B.B.A., Finance and Accounting, University of Miami
  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Professional

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.