Joseph Dandola

Associate Financial Planner

Joe enjoys a unique history with RPG; starting as an assistant to Robert and Craig while still in high school.  Joe is now an integral part of our team’s financial planning effort, specializing in financial plan preparation and analysis in both eMoney and Family Law Software Formats. Joe also partners with Robert in preparing Morningstar reports for analysis. Joe continues to develop a financial planning practice of his own.

Joe has quickly become known for his product and software expertise; several of the firm’s professionals rely on Joe for his knowledge and ability to explain complicated products and software  in a timely, logical and understandable manner. Both Robert and Craig trust Joe to provide our clients with the same level of service, financial planning guidance and product knowledge they’ve come to expect from RPG advisors.

In addition to having the series 7, 66, and Life and Health licenses, Joe has received Basic Collaborative Divorce training. Joe is a proud graduate from Rutgers University with a degree in Finance, including a concentration in Financial Planning. Joe is currently studying for the CFP exam. In his spare time, Joe enjoys traveling with family and friends.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-6118
Fax 732-326-5331