Joseph H. Clinard, Jr.
Joe has been in the investment business for over 50 years and is an active part of our senior management. A co-founder of North Ridge Wealth Planning's predecessor firm, North Ridge Securities Corp., he began his career working for Merrill Lynch on the trading floor of the NYSE and also served as a VP of Chemical Bank's Personal Financial Services Division on Long Island.
He holds the series 1, 24, 40, 53, 63 & 65 securities registrations and is an Investment Adviser Representative. He previously taught at the CFP® program both CW Post and Adelphi Universities and was the founder of the LI Chapter of the IAFP (now the FPA), serving as Chapter President for over three years.