Joseph P. D’Anniballe

Joseph P. D’Anniballe is a Certified Financial Planner™ (CFP®) and Managing Partner at 1858 Wealth Management LLC, bringing more than 35 years of experience in comprehensive financial planning. An alumnus of the University of Akron and Delta Tau Delta, Joe specializes in guiding families through retirement, education, estate planning, and long-term generational wealth strategies.

Leveraging his CFP® designation and deep industry expertise, Joe helps clients navigate complex financial challenges and build customized plans aligned with their long-term goals. His family-centric approach is reflected in his own life: he lives in Bath Township with his wife, Dawn, to whom he has been married for 35 years. They are proud parents of two grown children and grandparents to two grandchildren.

If you’re seeking clarity and confidence in your family’s financial future, Joe welcomes the opportunity to connect. Reach out via email at Joe@1858wm.com or visit 1858 Wealth Management at www.1858wm.com.