Meet Our Founder

Joseph A. Petrillo CFS

Managing Partner

My education, experience, and professional affiliations have fostered my ability to offer sound financial advice and paramount planning services to my clients.  Together, we will formulate a personalized strategy to help you reach your goals, and strive to achieve maximum wealth, happiness, and success throughout your lifetime. Thanks for visiting my site and never hesitate to contact me regarding any questions you may have. For additional information on my Firm, please visit www.gardenstatesecurities.com.

The purpose of my life is to be the best Financial Coach, Advocate, Leader, Future Husband, and Father I can be. To enjoy a life of Happiness, Health & Vitality, Everlasting Relationships, Gratitude, and Financial Abundance. I do this by sharing my Specialized Knowledge, Unique Skills, and Generosity with my Friends, Family, Clients, and touching the lives of others I come across.

My Mission Statement:  To discipline and galvanize individuals, families, and small business owners to earn maximum efficiency on every dollar they have so they have the financial freedom to do what they want and live their lives to their fullest potential!

To keep up to date and develop my professional skills over my 15 year career, I have regularly attended industry training and certification programs.  This resulted in me becoming licensed in the following areas:

  • CFS Certified Funds Specialist
  • FINRA SERIES 7 LICENSE
  • FINRA SERIES 66 LICENSE
  • Life Insurance License
  • Health Insurance License

My academic achievements include:

  • A Bachelor of Arts in Economics, Business, and Finance from Lafayette College
  • A minor in Art History
  • In August 2007, I earned a Certification as a Retirement Planning Specialist from The Wharton School, University of Pennsylvania.
  • While attending Hanover Park High School-Member of the Morris County Scholar Athlete Football Hall of Fame

Maintaining a strong sense of community and solid professional foundation are very important to me.  My community activities and professional affiliations include:

  • Member of the National Association of Insurance and Financial Advisors
  • Member of the Million Dollar Round Table
  • Member of Autism Speaks
  • Lafayette College Alumni Association
  • Judge of Miss Monmouth County 2015
  • Member of the Thomas Peterpaul Foundation Corporate Sponsor-research to prevent childhood cancers

In the late 90s, I was recruited and played baseball for a short while attending Lafayette College which is located in Easton PA.  Lafayette is a division 1 program that competes in the Patriot League..  Some of my other interests and hobbies are football, cross fit, yoga, reading, and warm weathered vacations.

I have been married to my beautiful wife, Lauren since November of 2019.  We welcomed our first daughter Charlize (Charley) Jayne Petrillo on March 15th, 2021.  We are very excited about what the next stages of life will bring.

Securities offered through Garden States Securities, Inc.  member FINRA/SIPC.  Advisory services offered through Garden State Investment Advisory Services, LLC, an SEC registered investment adviser.  Insurance products and services are offered through Garden State Insurance Agency, Inc.  Joseph Petrillo does not offer tax advice or tax planning, and any decisions made in regards to this area should first be discussed with your tax preparer or accountant. Check the background of this investment professional on FINRA’s BrokerCheck. 

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