About Us - Joseph A. Catanzaro, CFP®

About Usosdevelopment2022-12-08T20:48:02+00:00

MEET OUR TEAM

Our Oak & Stone Team | Ambler, PA

Joseph Catanzaro, CFP

LPL Financial Advisor

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Karen Lindsay

Client Services

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Linda Cooper

Client Services

frank-catanzaro

Frank Catanzaro

Strategic Partner

Aaron-Landis

Aaron Landis, CLU, ChFC

Strategic Partner

patrick-kenney

Patrick Kenney, ChFC®

Strategic Partner

jeff-landis

Jeffrey Landis

Strategic Partner

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Seth Diener

Client Portfolio Manager

Al-Glessner-O&S

Al Glessner

Research & Trading

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Ryan Rickus

Research & Trading

Alex-Lerch-OS

Alex Lerch

Marketing Services

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Jamie Casper

Practice Management

Lauren-Fruchter-Diener-Money-Management

Lauren Fruchter

Client Services

Contact Us Today

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

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

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