Headshot of Joseph P DeFazio IV

Joseph P DeFazio IV, ChFC® , RICP ®  

Joe joined Passehl Financial in January 2020 as Director of Investments and Planning. In 2013, Joe joined Northwestern Mutual and over the past several years has worked in a variety of roles in planning and investments for the Philadelphia Network office before becoming a team member at Passehl Financial.  Joe is a proud graduate of Penn State University. Known as the “Wizard” to the team at Passehl Financial because of his innovation, and high level technology expertise, Joe is a great asset to our team and clients alike.

His strengths include analysis, planning, portfolio constructions, operations & effciency, teamwork and programming.

A native of Hatboro, Pennsylvania. Joe resides in South Philly with his girlfriend Maria. Joe enjoys being fun "Uncle Joe" to his nieces and nephews.

A self-proclaimed one-part-geek and one-part-athlete , he has an array of hobbies including reading, puzzles, faith, running and biking.  Joe loves a good challenge both professionally and personally.

Joe volunteeers with Alex's Lemonade Stand Foundation.

Please call Joe with Investment questions and service needs. (215) 972 2775

 

Back To Team Page

 

Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor


Passehl Financial Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck