Joe Connolly, CFP®

Education

B.A. Finance from Loyola University-Maryland

Joe Connolly, CFP®

Sr. Wealth Manager/Regional Director-Delos Wealth Advisors

For the last 13 years, Joe has served as the Regional Vice President for several investment and insurance companies consulting ultra-affluent financial advisors, institutional money managers, family offices, and fund asset managers. At Delos Wealth Advisors, he will lead the firm’s efforts in Newport Beach California by serving ultra-high net worth families, business owners, endowments and foundations, and family offices. Joe’s expertise will help the firm’s clients achieve their definition of financial success by providing sophisticated investment strategy programs alongside robust financial planning techniques. Joe also serves as the President of Delos Risk Management.

Joe’s unique roles in the financial services industry allowed him to “see behind the curtain” regarding how the multitude of different firms, advisors, and investment platforms operated and how they best served their clients. With this extensive industry knowledge gained, Mr. Connolly made the decision to bring his expertise to the relationships he cares about the most: his family, friends, and members of the community.

Joe is a CERTIFIED FINANCIAL PLANNER™ and holds a Bachelor of Arts Degree in Finance from Loyola University in Maryland