Meet Joe Parks
Helping You Plan with Confidence and Care
Joe has worked in the financial services industry since 2017 and joined the Sage Rutty family in early 2022. Prior to being in the financial services industry, Joe worked as a contracted program manager for NAVAIR and the V-22 Osprey program at Cherry Point N.C.
He holds his Series 7, 66, and LAH licenses as well as his Accredited Portfolio Management Advisor® or APMA® designee. To hold this designation individuals have completed a course of study that includes but not is limited to portfolio creation, evaluation, and maintenance.
“Always being assessed” and “be a perpetual student” are just two of the many mottos that Joe tries to abide by when it comes to his personal and professional life. He has a sense of duty to provide prudent advice, education, and service to clients with humility and respect. He likes to focus his and Steve's practice on providing foundational and comprehensive values-based financial planning to clients.
Joe is married to his best friend Jessica, and they live in East Rochester with their two children. In his free time Joe enjoys spending quality time with his family, playing golf, being outdoors, and watching football.
Services & Specialties
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Retirement Planning
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Investment Management
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Financial Planning
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Long Term Cash Flow
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Financial Behavioral Analysis
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Financial Coaching
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403b & Pension Maximization
Our Team
Our team is committed to providing personalized guidance to help you achieve your financial goals. With diverse expertise and a passion for excellence, we work collaboratively to develop tailored strategies that align with your unique needs.
