Joe started his career over twenty years ago in the finance industry at Fidelity Investments. He has experience in the Mortgage and Real Estate industry where he spent 5 years working with individuals and families. Joe also spent 11 years in Public Education teaching Math in an urban district where he grew up. He is able to specialize in helping teachers prepare for retirement.
Joe’s experience in business, Finance and Teaching allowed him to be given an opportunity to teach as an Adjunct Professor at the Gerrish School of Business at Endicott College. Joe is active in the community of Peabody, MA where he lives with his Wife and three children. He is an active member of the business community and spent time on the Peabody Chamber of Commerce Board of Directors.
Joe’s main focus and passion is building long-lasting relationships and partnering with individuals and families to create comprehensive financial plans.
Want to speak with Joe?
Email: JLepore@wincapfinancial.com
Phone: (617)-967-0558
Book an online meeting: Calendly Link
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