Financial Advisor, CFP, CPA
Joseph has been affiliated with L&M since 2009 and is a Registered Representative with Securities America, Inc. He is also a Certified Financial Planner (CFP) and works with federal and postal employees, individuals and families, and school district employees, providing a variety of financial planning services, including retirement planning and insurance solutions. With a background as a Certified Public Accountant (CPA), he also focuses on developing tax minimization strategies for his clients and specializes in federal employee benefits.
Bachelor of Science in Accounting, Robert E. Cook Honors College at Indiana University of Pennsylvania, 2007
Highest Graduating GPA – Accounting Department (May 2007)
Summa cum laude
What Inspires Me:
Warren Buffett said "Someone is sitting in the shade today because someone planted a tree a long time ago." I'm inspired by my grandfather's vision for our clients and our business from the day he founded L&M in 1972. I'm inspired by my father's leadership in imagining L&M as the last financial advisors our clients would ever need, and by his execution in providing a level of service that my Grandpa says he never imagined and still cannot believe. I'm inspired to continue the L&M legacy as a home for our client families and employees.
Meet the Team
Daniel Lipsitz has been affiliated with L&M since 2005 and is a Registered Representative with Securities America, Inc. having obtained FINRA Series 6 and 63 licenses.
With a focus on business owners and professionals interested in estate planning and financial planning, he develops plans to help clients work toward their financial goals. This includes working to minimize risk and create income streams that are designed with the goal of lasting through a retirement and leaving remaining assets to beneficiaries in the most tax efficient manner possible. In addition to retirement planning, he also specializes in life insurance planning.