Meet Joanne

Yuma Investment Group Wealth Management is pleased to announce that Joanne Tortolano has earned the Chartered Financial Consultant ® (ChFC®) designation from The American College.

Joanne is a Financial Consultant with Yuma Investment Group Wealth Management and has been with the group for over three years.  Joanne assists clients with retirement and financial planning, social security analysis and insurance needs toward building a foundation for a more financially sound future.

Joanne moved to Yuma from the New England area where she worked for Wadsworth and Hansen Financial Planners.  She also worked seasonally for more than 20 years as a tax accountant.

Joanne earned her Bachelor of Science in Management from the University System of New Hampshire.  From Plymouth State University she earned her Master of Business Administration in addition to obtaining a graduate certificate in Investment and Finance.  Joanne has also earned the Chartered Financial Consultant® (ChFC®) designation from The American College. She holds her Series 6, Series 63 and 65 and Life & Health producer certifications.

Joanne and her husband Paul live in Yuma.  Paul is a mechanic and enjoys working on 1964-2004 quality American cars and trucks.  They have adult children living on the east coast.    She enjoys time with family, gardening, hiking, golfing, swimming, reading, and beach visits.

Contact Joanne at joanne@yigwm or 928-329-7100.

 

Favorite food:

Italian pastas

Best piece of financial advice received:

Understand that you don’t have to be rich in order to feel rich

Favorite quote:

Do unto others as you would have done unto you

If you could meet anyone, past or present, it would be:

Dalai Lama

Hidden talent:

Rug hooking

What motivates you:

Seeing the difference that comes with helping others

Something on your bucket list:

Traveling with family