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Joseph Cataldi

Joseph Cataldi

Senior Wealth Advisor

Joseph is a CERTIFIED FINANCIAL PLANNER ®   and Vice President of The Choice Group. He brings over a decade of experience in retirement planning, investment analysis, income distribution strategies, insurance planning and customizing financial plans. Joseph’s work is rooted in long‑term strategy, disciplined analysis, and a genuine commitment to improving the financial well‑being of the people he serves. He’s known for making complex decisions feel clear and approachable, combining technical expertise with a calm, client‑focused style.

Joseph finds his balance outside the office with his wife, Jackie, and their son, Luca, and dog, Kiwi. He loves fishing, snowboarding, and spending time by the water — the moments that keep him grounded and remind him why thoughtful planning matters.

Contact

Office: 631-386-8461

Fax: 631-386-8464

105 Maxess Road

Suite 314

Melville, NY 11747

info@tcgwealth.com

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