Joseph D. Longo CLU, CFP®, LUTCF, LIC, RFC
LPL Registered Principal
Licenses: Series 7, 24, 63 and 65 registrations held with LPL Financial and insurance licensed with Michigan Life, Accident, and Health Insurance.
Joseph Longo’s resident state of license to discuss with and/or offer financial services and/or investment products is Michigan. If you are a resident of any other state, Joseph Longo may already be licensed in your state.
Bachelor of Arts from Wayne State University
Joe is a member of IAFP, ICFP NALU, ACLU, NAILBA, GDALU, Financial & Estate Planning Counsel of Detroit, Michigan Life Leaders Club, IARFC and National Association Christian Financial Planners NACFC.
Founded FSM in 1994 with 27 years prior financial professional experience.
Joe and his wife Linda live at Oakhurst in Clarkston, Michigan. They have two daughters, Gina Longo Cetnar (Dan) and Joleen Longo Langley (Clay), and four grandchildren. Joe enjoys golfing, boating, skeet shooting and spending time with his grandchildren (Joey, Quentin, Cooper and Tatum) especially at the family cottage on Walloon Lake. Joe and Linda enjoy travel especially international whenever possible. The Longo's attend Trinity Lutheran Church in Utica, MI.
Joe is honored to have co-authored, along with twelve other Financial Planners, a book titled Financial Success in the Year 2000 and Beyond.