Joseph Sorensen is a Financial Representative with Planning Alliance. He is focused on providing his clients with great customer service as they plan for their future. He is dedicated to aiding clients with optimal protection and wealth generation approaches.
Joseph joined the firm in 2022. Prior to joining Planning Alliance, Joseph worked in Operations for Bank of New York Mellon.
Joseph graduated from Seton Hall University in 2013 with a Bachelor of Arts in Journalism. In 2018, Joseph returned to Seton Hall to pursue his Master of Business Administration with a concentration in Finance – which he received in 2023.
When not focusing on his clients, he enjoys watching sports, going to the gym, and relaxing with his family.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.