Our CEO and Founder Joe Pantozzi first entered the field of financial preparation and management in 1976. Since then, he’s worked with countless individuals and families to help them unlock the keys to their own prosperity by building their wealth without Wall Street.
Joe’s commitment to providing clients with high-quality customer care and timely financial advice has shaped our mission at Alpha Omega Wealth. Unlike other financial advisors, our focus is empowering you to improve your life, legacy, and financial future through infinite banking and the 12 principles of prosperity economics.
Joe Pantozzi, Offering Financial Preparation Based on What You Need
Joe’s advice is based on more than just his decades of experience. His suggestions are based on thorough, timely, and vetted research to ensure that when you work with Alpha Omega Wealth, you’re putting money back into your pockets and NOT the pockets of bankers or lenders.
In addition to standing at the helm of our practice since our founding, Joe has also been the President of the National Association of Insurance and Financial Advisors since 1980. Founded in 1890 under the moniker, National Association of Life Underwriters (NALU), NAIFA is “one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States.”
The mission of NAIFA is to protect and promote the critical role of insurance in the development of sound financial preparation for individuals and businesses while recognizing the critical role provided by professionals in the field. As advocates for a positive legislative and regulatory environment, Joe’s work with NAIFA helps set the industry standard for business and professional skills, particularly ethical conduct.
Joe’s extensive work in the field has resulted in his designations as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is also involved in a variety of professional organizations including Financial Service Professionals. As is evidenced by his well-rounded experience in the field, Joe combines professional dedication and decades of experience to formulate creative financial strategies in a variety of contexts, to meet each client’s needs.
As a seasoned professional, Joe has demonstrated a keen ability to understand the needs of closely held businesses, professional firms, and executives. When working with clients, he focuses on life insurance, investment planning, and estate planning in conjunction with each client’s advisors in adjacent fields.
Customer Service: First, Last & Always
With his firm service first philosophy, Joe believes our clients deserve a steadfast commitment to continuing education, maintenance of proper credentials, and keeping track of any and all financial products that may fit your needs.
With Joe Pantozzi, there is no “cookie-cutter” approach to your financial legacy. Instead, he designs a package of handpicked financial products and services based on his thorough analysis of your current and future needs.
Joe’s extensive field experience in the financial, estate, and retirement planning arenas have presented him with the opportunity to engage in media interviews and seminars that focus on disability protection and investment planning. Check our events calendar to see when Joe is scheduled to speak next.
Throughout his work with countless families and businesses in the Las Vegas community, Joe Pantozzi has earned the trust, respect, and admiration of his clients and their families. He has been the honored recipient of the National Quality Award and has been awarded a life membership in the Million Dollar Round Table for his standard-setting customer care and financial advice. For those unfamiliar with the financial industry, membership in MDRT is internationally recognized as “the standard of excellence in life insurance sales and service.”
Reach out To our Team Today!
At Alpha Omega Wealth, Joe and the rest of our team go to work eager for the opportunity to affect positive change our client’s lives. Schedule a free consultation today to learn more about how we can put our expertise to work for you or your business.