Joe Dallo

Joe Dallo is a financial engineer at Financial Focus, combining his expertise in finance and law to provide comprehensive guidance to clients. With a background in estate planning, he has a deep understanding of legal and financial complexities, allowing him to develop tailored strategies that align with each client’s goals. Striving to uphold the fiduciary standard of care in advisory relationships, he is committed to acting in his clients' best interests, ensuring transparency and ethical financial planning. Joe holds an Accredited Investment Fiduciary® (AIF®) designation and earned his Juris Doctor (J.D.) from Thomas M. Cooley Law School. He also has a Bachelor of Science in Electrical Engineering from Lawrence Technological University. His professional licenses include the Series 7 and Series 66 registrations, both held through LPL Financial, as well as a Life and Health Resident Producer license in the State of Michigan. With a strong foundation in both finance and law, Joe provides strategic, client-focused financial strategies aiming to protect and grow wealth.