S. Joseph DiSalvo, ChFC,has more than 15 years of experience in the financial services industry and is passionate about helping his clients raise awareness of their deeply-held values so they use their time and money in the pursuit of their version of the rich life. He founded Quest Capital & Risk Management in 1997, and his responsibilities include cultivating and developing strong client relationships, financial life planning education, and setting the strategic direction of the practice. He prides himself on having created quality processes and systems to deliver an outstanding level of service for clients.He enjoys leading an outstanding team of dedicated professionals who are passionate about coming to work each day and thrive on playing an important role in clients’ lives.
As a strong advocate of financial life planning and education, Mr. DiSalvo has completed specialized courses including the Money Quotient "Fundamentals of Financial Life Planning" as well as The Kinder Institute of Life Planning’s “The Seven Stages of Money Maturity® Workshop.” Both programs detail how to become an effective communicator for clients so they can truly reflect about what’s important in their lives.
Mr. DiSalvo also serves as a North East Field Advisory Board Representative with Genworth Wealth Management, a Fortune 500 company that helps independent financial advisors build strong businesses. He works with colleagues and the senior executive leadership team at Genworth Wealth Management to brainstorm change initiatives to improve operational efficiencies and the client experience. He was selected for this role out of hundreds of advisors in the North East region.
Mr. DiSalvo has been recognized as being in the top 20% of advisor relationships nationwide with Genworth Wealth Management, as well as the top 20% of active producing registered representatives at current broker-dealer, Cetera Advisors Network. He is an accomplished public speaker and has had the honor of leading close to 100 educational workshops through various educational organizations over the past 15 years. He received his Bachelor of Arts degree from the State University of New York at Stony Brook, obtained his ChFC designation from American College, and is enrolled in a certified ICF/ACC certification program in human development and leadership that he expects to complete in 2014.
A dedicated community member, Mr. DiSalvo serves on the Board of the Marty Lyons Foundation, an organization that fulfills the special wishes of terminally-ill children. He and his wife Lynne, spend countless hours on the field watching their sons Alex and Brett play lacrosse and soccer. Mr. DiSalvo enjoys traveling to national parks in the Southwest, Northwest, and throughout Canada. Mr. DiSalvo is especially passionate about photography and much of his work can be found on this website.
