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Joseph Falisi is a Founder and Managing Partner of Mullberry Lane Advisors, LLC.
Before starting Mulberry Lane Advisors, Joe was Managing Director at Mass Mutual. Prior to that, he was Vice President of Sales for Penn Mutual for over 10 years. Joe has also worked with both The Equitable and Provident Mutual as an agent and sales manager for over 15 years. All told, Joe has over 30 years of experience in the insurance industry.
Joe earned a Bachelor of Science degree in Business Management, with a minor in Psychology, from Fairleigh Dickinson University. He currently maintains FINRA series 6, 7, 63, and 65 securities registrations, as well as a series 24 registration. Joe also holds Life and Health Insurance licenses in New Jersey, New York, Pennsylvania, Maryland and Florida.
Joe focuses on Social Security Optimization strategies and insurance planning for both individuals and businesses.
Joe lives in Freehold, NJ with his wife, Lesley and three children, Frank, Nicholas and Kathryn.