Joseph Cravotta AIF®
Accredited Investment Fiduciary® (AIF®)
Series 7 license, Series 66 license*
Life, Accident, and Health Insurance license
Joseph began working at HB Retirement in 2019. He joined the company after 15 years with large institutional recordkeepers in various roles including: 401(k), defined benefit, non‐qualified call center, plan administration, new plan onboarding and implementation, and relationship management/plan consulting. His areas of experience include: 401(k), 403(b), 457(b), 457(f), 457 governmental, defined benefit, ESOP and nonqualified retirement plans; plan design analysis; retirement readiness best practices and strategic benefit design; financial wellness program evaluation, implementation and ongoing oversight, investment benchmarking and analysis; employee education; fiduciary liability considerations and plan governance best practices; and vendor oversight, evaluation and benchmarking.
He studied finance at The Pennsylvania State University. Joseph has two kids and lives in the suburbs of Pittsburgh.
*Joe holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and HB Retirement.