Joseph Mattera, LUTCF, CSFP, CEA, has been in the financial service business since 1988. After graduating from Southern Illinois University, at a time in America where the economy experienced doub...view moreJoseph Mattera, LUTCF, CSFP, CEA, has been in the financial service business since 1988. After graduating from Southern Illinois University, at a time in America where the economy experienced double digit inflation and new jobs in America were scarce he created his own food service company. After some moderate success he changed careers in 1988 and became very interested in accumulating wealth and how to protect wealth from losses. This interest led him into financial planning where he created his company JM Financial, Inc. in 1995. Joe’s passion is to help people understand the importance of saving their money and not getting into debt.
Among his many credentials, Joe is also a Registered Investment Advisor. Throughout his career Joe has helped hundreds of families accumulate and protect wealth. He has also taught his profession to other aspiring financial advisors. Joe attends many educational training seminars throughout the country to keep informed on the ever changing financial world. His company prides itself on giving people the best service possible and helping people understand the importance of proper allocation of their hard earned dollars. From teaching young children the importance of their piggy bank to explaining to seniors the importance of not outliving their money Joe lives his life with true conviction as he strives everyday to help people better themselves.
His future endeavors include writing another book and performing more speaking engagements. He also has immediate plans to write articles on financial planning and estate planning in the local newspapers.
Joe was born in the southern suburbs of Chicago, IL where he resides today with his wife and four children. In his home, education is stressed everyday along with the importance of respect for nature and human life.
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