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Joseph Mersol

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 FSCP® i
The Financial Services Certified Professional® :

Applies fundamental financial services knowledge and skills to help meet your financial needs with appropriate tools and products.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.

Professional Profile

About me (self-reported)

I blend deep military leadership experience with advanced financial and insurance acumen, delivering comprehensive, integrity-driven advice to help clients achieve lifelong financial security.

Office Location 33 Sheridan Rd, STE 1

Youngstown, OH 44514

View on Google Maps

My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Special Needs Planning, Life Insurance & Risk Management, Financial Planning, Retirement Income Planning, Wealth Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 FSCP® i
The Financial Services Certified Professional® :

Applies fundamental financial services knowledge and skills to help meet your financial needs with appropriate tools and products.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Minimum Assets RA Minimum Income less than $50K Languages Spoken (self-reported) English

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• The professional is a College designee holder in good standing
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• The professional is up to date on current College designation continuing education

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