Joseph P. Okaly, CFP®, CFS®
Joe graduated from The College of New Jersey where he obtained a Bachelor of Arts degree in Finance and graduated with honors. He has worked for New Horizons Wealth Management LLC as a Financial Advisor since 2008, working with clients to develop plans and reach their goals. Additionally, Joe has served as the Assistant Portfolio Manager at TFS Advisory Services (formerly Innovative Market Trends) for the Buy/Hold Plus Portfolios since 2011. One of his proudest achievements is launching the Enjoy More 30s: Family Finance Podcast in 2021, which aims to help young families with financial topics that often go untaught in schools.
Joe currently holds Series 7, 24, and 66 Securities Licenses as well as a CFP and CFS designations. He also has Life, Health, and Long-Term Care Insurance licenses and is a Mortgage Originator.
His wife, Lauren, taught at Radcliffe Elementary School in Nutley, NJ. She now works from home as a Lead Social Media Marketer, so as to be able to be there for their young children, Avery and Noah. They reside in the Packanack Lake Community of Wayne, NJ.
In his spare time, Joe enjoys traveling with Lauren, playing soccer, woodworking, home improvement projects, any outside exercise activity, and reading classic fiction books.