Joe Nacca is a Financial Advisor with Sage Rutty & Company. He works as an advocate bringing relevant financial information, resulting in educated decisions. Joe brings together the horsepower that Sage Rutty offers, including, but not limited to, our Financial Planning, Bond, Insurance and Annuity departments. He is a Registered Investment Advisor representative and holds licenses from the Financial Industry Regulatory Authority (FINRA) and the New York State Insurance Department. Joe earned his Certified Trust Financial Advisor designation (CTFA) after passing the Institute of Certified Bankers (ICB) CTFA exam. He acts as coordinator of Sage Rutty Trust services. Joe’s bachelor’s degree is in economics with a focus in financial markets from the University of New Mexico and received his preparatory education from the National Sports Academy at Lake Placid.
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