"I Look After the Financial Well-Being of My Clients and the People Who are Important to Them"

We're all just capital allocators, whether that capital is money or time or any other resource. Joe likes to allocate his energy to constant, measured improvement - in finances, fitness, athletics, etc.

 

How can we move the ball given our resources? How do we stay focused on our progress compared to where we were as opposed to where we want to be? How are you going to bridge the gap?

 

Joe's mentality of carefully planning and designing completely unique financial plans for his clients is something he is passionate about. With a bachelor’s degree in economics and focus in econometrics (financial forecasting) from the University of New Mexico, Joe continues to pursue new and unique ways to help clients invest wisely.

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You won’t find Joe Nacca doing what everyone else is doing. In fact, he applies his completely alternative philosophies to everything he does, including his work as a financial advisor as well as in his role as coach to some of the best ski racers around.

When it comes to financial advisors, he’s not your Average Joe.

His mentality of carefully planning and designing completely unique financial plans for his clients is something he is passionate about. With a bachelor’s degree in economics and focus in econometrics (financial forecasting) from the University of New Mexico, Joe continues to pursue new and unique ways to help clients invest wisely.

Joe has been in the financial planning game since 2003. He has a unique ability to connect with some of the most outgoing, entrepreneurial, successful individuals who are open-minded and eager to learn.

Joe’s clients benefit from working with a true professional. He may be a coach on the slopes and a financial advisor in the office, but his approach is always tailored to win. 

Joe lives in Fairport with his wife and two daughters. 

About Joe

 
 

Traci Passamonte

Registered Financial

Services Associate

585-512-2322

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Financial

Planning 

Department

One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department. 

Working in tandem with our advisors, Victoria Ferren, CFP®, CHSA® and

Aaron Young, CFP®, CRPC®, CHSA®, AIF®  provide decades of experience in the Financial Planning realm.

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

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