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 day ago
Joseph A. Catanzaro CFP

I came across this powerful message today in remembrance of D-Day which I felt was important to share. ... See MoreSee Less

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

What if your college savings could also fuel retirement? 🎓🤯

Thanks to recent changes, unused 529 funds can now be rolled into a Roth IRA for the beneficiary (with limits and conditions).

That means your smart saving today could give your child a head start on retirement tomorrow.

📅 This 5/29 Day, think bigger than just tuition.

Let’s talk about turning education savings into lifelong financial security.

#529Day #RothIRA #RetirementReady #SmartMoneyMoves ... See MoreSee Less

What if your college savings could also fuel retirement? 🎓🤯 Thanks to recent changes, unused 529 funds can now be rolled into a Roth IRA for the beneficiary (with limits and conditions). That means your smart saving today could give your child a head start on retirement tomorrow. 📅 This 5/29 Day, think bigger than just tuition. Let’s talk about turning education savings into lifelong financial security. #529Day #RothIRA #RetirementReady #SmartMoneyMoves
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Joseph A. Catanzaro CFP
2 weeks ago
Joseph A. Catanzaro CFP

Happy Memorial Day! 🎆

Today is about gratitude, reflection, and connection.

Please note our office is closed for the holiday.

#MemorialDay ... See MoreSee Less

Happy Memorial Day! 🎆 Today is about gratitude, reflection, and connection. Please note our office is closed for the holiday. #MemorialDay
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Joseph A. Catanzaro CFP
3 weeks ago
Joseph A. Catanzaro CFP

It's #TuesdayTestimonial!

Feedback isn’t just nice—it’s part of the process.

Here’s one we received recently 🌟 ... See MoreSee Less

Its #TuesdayTestimonial! Feedback isn’t just nice—it’s part of the process. Here’s one we received recently 🌟
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Joseph A. Catanzaro CFP
3 weeks ago
Joseph A. Catanzaro CFP

We are excited to introduce Thomas Kennedy, our new summer intern from Penn State University Smeal College of Business!

Thomas is actively involved in various associations at Penn State University helping him deepen his understanding of the finance world. He also volunteers with Penn State’s WorkLink program, making a difference in the community.

In his spare time, Thomas enjoys playing golf and is a dedicated sports fan, cheering for the Montreal Canadiens and Philadelphia Phillies.

Welcome to the team, Thomas!

#Internship #Finance #PennState #Volunteer #Golf #SportsFan ... See MoreSee Less

We are excited to introduce Thomas Kennedy, our new summer intern from Penn State University Smeal College of Business! Thomas is actively involved in various associations at Penn State University helping him deepen his understanding of the finance world. He also volunteers with Penn State’s WorkLink program, making a difference in the community. In his spare time, Thomas enjoys playing golf and is a dedicated sports fan, cheering for the Montreal Canadiens and Philadelphia Phillies. Welcome to the team, Thomas! #Internship #Finance #PennState #Volunteer #Golf #SportsFan
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Joseph A. Catanzaro CFP
4 weeks ago
Joseph A. Catanzaro CFP

🌸 Happy Mother’s Day! 🌸

I’d also like to take a moment to recognize the amazing women in our office. Your strength, compassion, and dedication don’t go unnoticed—you truly make a difference every day.

Wishing all of you a beautiful and well-deserved Mother’s Day! 💐

#MothersDay ... See MoreSee Less

🌸 Happy Mother’s Day! 🌸 I’d also like to take a moment to recognize the amazing women in our office. Your strength, compassion, and dedication don’t go unnoticed—you truly make a difference every day. Wishing all of you a beautiful and well-deserved Mother’s Day! 💐 #MothersDayImage attachment
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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