Joseph Orlando

I proudly serve as the President of Financial Renaissance. With over 35 years of experience in financial services and 29 years specifically in the insurance industry, I bring a vast and diverse range of expertise to the table. My journey began as a Personal Banker at St. Paul Federal Bank before transitioning to Morgan Stanley, where I had the privilege of training in New York as part of their highly esteemed Wall Street program.

During my tenure at Morgan Stanley, I served as both a Registered Representative and a Registered Investment Advisor. However, in 1998, I decided to embark on a new adventure and founded Financial Renaissance. Since then, I've had the pleasure of providing consulting services to numerous companies, municipalities, charities, and union health and welfare funds.

I hold licenses as an insurance agent in Illinois and 14 other states. Additionally, I am a licensed Registered Representative for Investments and a Registered Investment Advisor, regulated by FINRA. My qualifications include holding a Series 7, 63, 65, and 31. To further enhance my knowledge and skills, I earned a BA from Concordia University.