About Us - Joseph A. Catanzaro, CFP®

About Usosdevelopment2023-10-25T17:48:39+00:00

MEET OUR TEAM

Our Oak & Stone Team | Ambler, PA

Joseph Catanzaro, CFP

LPL Financial Advisor

Karen Lindsay

Client Services

Linda Cooper

Client Services

Aaron Landis, CLU, ChFC

Strategic Partner

Patrick Kenney, ChFC®

Strategic Partner

Jeffrey Landis

Strategic Partner

Seth Diener

Client Portfolio Manager

Al Glessner

Research & Trading

Ryan Rickus

Research & Trading

Alex Lerch

Marketing & Communications

Jamie-Caspr-Diener-Money-Management-1200×1200

Jamie Casper

Client Services

About CFP® Certification | FINRA BrokerCheck® | Client Relationship Summary | Consumer Privacy Notice | Form ADV Brochure

Contact Oak & Stone Today

Joseph A. Catanzaro, CFP | LPL Financial Advisor

215.643.6270

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA, SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.