Our Firm
Financial Focus has grown to be a recognized provider of financial services and solutions that are specifically designed for people, businesses, and their workers. Your financial services company can benefit significantly from our results-focused service style and sector experience.
Our team has served as a reliable resource for people and their families as well as businesses and their staff for more than 24 years. We provide access to UITs, open- and closed-end mutual funds, SMAs, structured products, the fixed income markets, portfolio analytics, and separately managed accounts (SMAs). Our advisers work for LPL Financial, a Registered Investment Advisor, as Investment Advisor Representatives. Visit www.lpl.com for more information about LPL Financial
Our Employees
Joe Dallo is a financial engineer at Financial Focus. Mr. Dallo's legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial engineer, he is held to a fiduciary standard, meaning that he acts in your best interests.
Education and Licenses:
- Accredited Investment Fiduciary® (AIF®)
- J.D., Juris Doctor, Thomas M. Cooley Law School
- Series 7 Registered with LPL Financial
- Series 66 Registered with LPL Financial
- B.S., Bachelor of Science in Electrical Engineering, Lawrence Technological University
- Life and Health Resident Producer – State of Michigan
