Joseph M. Van Name CFP®, AIFA®
Joe joined Advisors Financial in 2001 and purchased the firm from its founder as part of an internal transition in 2007. Prior to that, he gained professional experience for 11 years working in roles related to the financial operations of small businesses and non-profit organizations. As president and one of four financial planners at AFI, he supervises work done for all the firm’s clients, as well as working with his own group of clients.
Joe’s particular areas of focus are tax strategies and asset allocation for each client’s unique situation. Joe also serves as AFI’s Chief Compliance Officer.
Joe holds a Bachelor of Arts degree from Washington College, where he majored in history and minored in business management. He completed the financial planning program at Georgetown University in 2006. Joe is a CERTIFIED FINANCIAL PLANNER™.
A native of Villanova, PA, Joe moved to Virginia following graduation from Washington College. He is active in a number of non-profit fraternal organizations, serving on their boards, managing their commercial real estate in Washington, DC, and serving as a member of their investment committees.
EDUCATION AND CERTIFICATIONS:
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary Analyst (AIFA®)
- Financial Planning Certificate, Georgetown University, 2006
- Bachelor of Arts in History with a minor in Business Management, Washington College
- Registration: Series 65
WASHINGTONIAN MAGAZINE, 2024 TOP FINANCIAL ADVISER
NorthernVirginia MAGAZINE, 2021, 2022, and 2023 TOP FINANCIAL PROFESSIONALS
*The 2024 Washingtonian's list of Washington, DC's best financial advisers is determined through a survey among local peers in the financial industry.
*The Northern Virginia Magazine's list of top financial professionals in NOVA is based on a survey encompassing all financial professionals in Northern Virginia.
*It's important to note that professional designations, certifications, degrees, licenses, recognitions by publications or organizations, memberships in other professional organizations, or prior experience does not guarantee specific results or satisfaction for Advisors Financial clients that are engaging in investment services.