Meet your advisor
Joe Celiberti
Joe Celiberti is a financial planner with Barnum Financial Group who brings more than technical knowledge to the table—he brings real-life experience. With a background in accounting and a career that’s spanned startups, turnarounds, and executive leadership, Joe approaches financial planning with an investor’s mindset and a teacher’s heart.
Whether you’re an entrepreneur managing risk and eyeing an exit strategy, or a parent planning for college and retirement, Joe helps make sense of the financial decisions that matter—so you can make the most of your future.
Entrepreneurs & Business Owners
You’re all-in on your business, but what about your personal financial future? Joe helps business owners design a structure around what they’ve built, from cash flow strategies and retirement planning to risk management and succession. He serves as a financial sounding board and personal CFO—so you can focus on growing your business with purpose.
Families & Individuals
Whether you’re just starting to build wealth or planning for major life milestones, Joe creates customized strategies that fit your needs. From college funding to retirement income planning, he’ll walk you through every step, always with a focus on after-tax outcomes and long-term results.
Built on experience.
Driven by service.
- Investment-driven mindset with a deep understanding of tax implications and financial planning
- Vast experience in what entrepreneurs face daily
- No cookie-cutter plans—everything is tailored
- Transparent, accessible, and focused on service
- Financial guidance with empathy, integrity, and a true desire to help