Joseph DePatie, CFA, CFP®, CDFA®
Associate Financial Planner
Joe is an Associate Financial Planner with BWFA. In this role, Joe supports the financial planning, investment management, and client service teams.
Joe is a Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER ® professional and a Certified Divorce Financial Analyst (CDFA®). He holds a bachelor’s degree in economics from the University of Maryland.
Joe has worked in the wealth management industry since 2014 and joined BWFA in 2016 as a Client Service Associate. In his current role, he helps to provide clarity and peace of mind to BWFA’s clients by developing comprehensive financial plans that include the topic areas of retirement, investment, insurance, tax, and estate planning.
Joe lives in Baltimore, Maryland with his wife and their dog. In his free time, he enjoys traveling, playing basketball, and supporting the Terps.