Joseph R. Topolski

Joseph R. Topolski AIF®, AAMS®, CRPC®, CRPS®, CMFC®

Managing Partner / Financial Advisor

Joseph R. Topolski is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Joseph has worked in the financial services industry for over 20 years. He focuses on both personal and business financial planning, with an emphasis on qualified retirement plans, benefits, investments and insurance.

A registered representative of Cambridge Investment Research, Inc., Joseph holds the FINRA Series 7, 6, 63 and 65 registrations. In addition to his security licenses, Joseph also holds multiple designations from College For Financial Planning as well as his life and health insurance licenses. Joseph attended the University of Maryland. While at Maryland, Joseph obtained his bachelors of science degree in finance with a minor in personal financial planning.

Outside of the office, Joseph donates his time to coaching youth sports, several nonprofit organizations and his church. Joseph is married to his wife Kathleen, and together they have three children.