Joseph Breakstone

Joseph Breakstone is the OSJ Manager at North Ridge Wealth Planning, where he plays a pivotal role in overseeing operations and ensuring regulatory compliance. With more than a decade of experience, Joe brings extensive expertise in the financial services industry. Prior to joining North Ridge, he spent nearly ten years at Lincoln Financial Group, where he held various roles within their Operations and Compliance departments.

Joe earned a Bachelor of Science in Finance from Bentley University in 2012. He holds several securities registrations, including the Series 7, 24, 63, and 65—demonstrating his strong commitment to professional excellence and regulatory standards.

Outside of work, Joe values his time with his family. He and his wife, Jess, are proud parents to their son, JD. A passionate fan of sports and live music, Joe also enjoys traveling and spending time at the beach with family and friends. On weekends, you can often find him attending a concert or enjoying the outdoors.