Joseph Celiberti
51 Sugar Hollow Rd, Unit 201
Danbury, CT
06810
Phone:
Email:
(203) 341-7414
Joseph Celiberti, Managing Partner, has replicated a level of service normally reserved for those clients
with more than $100 million dollars
EDUCATION
Iona College: MBA – Marketing and International Business Management
BBA – Finance
Financial Process:
My mission is to provide you with personalized, timely financial advice, and guidance with the highest level of professional service. As your Vantage Wealth Advisor, I will assist with managing your assets through Life Planning. Using a thorough and holistic approach, I will develop and implement strategies to help you build your wealth.
I believe that it takes more than a single planning session to put your wealth to work; it takes a process. As your life circumstances change over the years, so must the investment strategies used to help keep you aligned with your goals and needs. Collaborating over the financial planning process results in defined expectations and a better understanding of your personal financial management. Our work will continue together throughout the years so that you may enjoy the convenience and continuity of a single point of contact.
About Me:
I am a very passionate, loyal person which is why I chose a career centered around helping people. I grew up in Chappaqua, New York where I met my high school sweetheart, Carolyn. In 1999 we moved to Ridgefield, Connecticut where we raised our three sons, James, Colin, and Andrew.
When two of my sons developed Type 1 Diabetes, I became an advocate for the cause. As a former Juvenile Diabetes Research Foundation Board Member, I can offer a unique financial perspective and act as a resource for families living with this disease. Also close to my heart is educating people on PANS and PANDAS; an unusual and often misdiagnosed illness that one of my sons also suffered through.
A die-hard NY Rangers fan, I was thrilled when my sons decided to play hockey. Wanting to be part of their experience, I became a level-4 certified hockey coach and took on the role of Vice President of our Western Junior Colonial hockey organization. When I’m not in a hockey rink, you’ll find me on the golf course.
In 2023 I opened a second Vantage Wealth Management office in St. Augustine, Florida, where I currently reside with my family. My time is spent servicing both my Connecticut and Florida offices for Vantage Wealth Management.
*Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Vantage Wealth Management and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial.