Providing Forward Thinking & Receptive Financial Planning

Joseph A. Catanzaro, CFP® | Ambler, PA

We provide the, collaboration, education and communication that our clients deserve as their lives continue to move forward.

Our Financial Services

Meet Our Team

Learn more about our team in Ambler, PA and what our roles are in your financial plan.

Meet Our Staff

Our Process

We provide our clients with a unique proprietary approach to financial planning – learn more here.

The Cycle Formula

Our Services

Learn more about the specific financial services we offer and assist our clients with.

What We Offer

About Our Firm

A Team Approach to Wealth Planning

At Oak & Stone Capital Advisors, our goal is to provide a greater understanding of your and financial needs through communication and analysis while simultaneously building and maintaining a long lasting relationship dedicated to quality service, communication, professionalism and integrity.

Our Financial Services

WHo We Are

About Joe Catanzaro, CFP®

Our team has joined the Oak and Stone Capital Advisors team in which we all believe the value of teamwork and what it brings to our clients.

Learn More About Joe

Check the background of this investment professional on FINRA’s BrokerCheck. >

What is a CFP® (Certified Financial Planner) ? >

Financial Resources & News

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Joseph A. Catanzaro CFP
1 week ago
Joseph A. Catanzaro CFP

Happy New Year! 🍾 Cheers to a prosperous 2025! 🥂

What’s your 2025 financial resolution? 📝 Let’s achieve those goals together! 💪💰

#NewYearNewGoals #HappyNewYear ... See MoreSee Less

Happy New Year! 🍾 Cheers to a prosperous 2025! 🥂 What’s your 2025 financial resolution? 📝 Let’s achieve those goals together! 💪💰 #NewYearNewGoals #HappyNewYear
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3 CommentsComment on Facebook

Wishing you and your family a healthy and blessed 2025!!

Happy New Year 🎉

Joseph A. Catanzaro CFP
2 weeks ago
Joseph A. Catanzaro CFP

Merry Christmas and Happy Hanukkah! ⛄

Wishing you and your family a holiday season filled with love and laughter.

Happy Holidays! 🎄🎁 ... See MoreSee Less

Merry Christmas and Happy Hanukkah! ⛄ Wishing you and your family a holiday season filled with love and laughter. Happy Holidays! 🎄🎁
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5 CommentsComment on Facebook

Hope you had a wonderful Christmas. Happy new year 2025 filled lots of happy, loved filled moments. ❤️

Merry Christmas & Happy New Year to you & the family

Merry Christmas to you and yours Joe.

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Joseph A. Catanzaro CFP
3 weeks ago
Joseph A. Catanzaro CFP

We’re honored to share these kind words from Edward J.! Building lasting relationships and providing personal, professional guidance are at the heart of what we do. Thank you for your continued confidence in Oak and Stone!

#TestimonialTuesday #ClientFeedback #PersonalizedService ... See MoreSee Less

We’re honored to share these kind words from Edward J.! Building lasting relationships and providing personal, professional guidance are at the heart of what we do. Thank you for your continued confidence in Oak and Stone! #TestimonialTuesday #ClientFeedback #PersonalizedService
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Joseph A. Catanzaro CFP
4 weeks ago
Joseph A. Catanzaro CFP

Today, we honor the birthday of the U.S. National Guard!

For 388 years, they’ve been standing ready to serve and protect our nation — from responding to emergencies at home to serving in missions abroad.

To all who have answered the call, past and present: Thank you for your dedication, courage, and sacrifice. 💪 Your commitment to our country inspires us all.

#NationalGuardBirthday #ThankYouForYourService ... See MoreSee Less

Today, we honor the birthday of the U.S. National Guard! For 388 years, they’ve been standing ready to serve and protect our nation — from responding to emergencies at home to serving in missions abroad. To all who have answered the call, past and present: Thank you for your dedication, courage, and sacrifice. 💪 Your commitment to our country inspires us all. #NationalGuardBirthday #ThankYouForYourService
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Joseph A. Catanzaro CFP
1 month ago
Joseph A. Catanzaro CFP

I was honored to return to Bloomsburg University in November as a panelist for this year’s Ziegler Institute for College Professionals (ZIPD) Business Conference. It was a meaningful opportunity to reflect on my journey and share insights with students who are just beginning theirs. I'm truly grateful to be part of this incredible program and contribute to the growth of future leaders. Thank you for having me!

Bloomsburg University of Pennsylvania Zeigler Institute for Professional Development - ZIPD

#ZIPDConference #HuskyPride #GratefulAlum #GivingBack #FutureLeaders2024 ... See MoreSee Less

I was honored to return to Bloomsburg University in November as a panelist for this year’s Ziegler Institute for College Professionals (ZIPD) Business Conference. It was a meaningful opportunity to reflect on my journey and share insights with students who are just beginning theirs. Im truly grateful to be part of this incredible program and contribute to the growth of future leaders. Thank you for having me! Bloomsburg University of Pennsylvania Zeigler Institute for Professional Development - ZIPD #ZIPDConference #HuskyPride #GratefulAlum #GivingBack #FutureLeaders2024
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Joseph A. Catanzaro CFP
1 month ago
Joseph A. Catanzaro CFP

I had the opportunity to share insights with GBR about affordable, retirement-friendly states. I highlighted places like Tennessee, known for its low costs, tax advantages, and retiree-friendly programs. If you're planning for retirement, this article has great tips for stretching your dollars!

Check out the article, here: www.gobankingrates.com/retirement/planning/states-to-move-to-if-you-want-to-build-up-retirement-s...

#RetirementPlanning #ExpertAdvice ... See MoreSee Less

I had the opportunity to share insights with GBR about affordable, retirement-friendly states. I highlighted places like Tennessee, known for its low costs, tax advantages, and retiree-friendly programs. If youre planning for retirement, this article has great tips for stretching your dollars! Check out the article, here: https://www.gobankingrates.com/retirement/planning/states-to-move-to-if-you-want-to-build-up-retirement-savings/ #RetirementPlanning #ExpertAdvice
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At Oak & Stone Capital Advisors, we intend to provide Financial Planning in a forward-thinking and receptive environment to clients who are considerate and accountable.

With a confident voice, we help our clients feel heard and at ease, providing them with the clarity they deserve through a process we call The Cycle Formula.

Learn About The Cycle Formula