Joe Armstrong graduated from Susquehanna University with a B.S. in Finance in 2022. He was also a member and Captain of the Men's Soccer Team. Joe began his career at the J.P. Morgan Private Bank in New York City. He spent nearly three years working with ultra-high net worth clients specifically focused on investments and risk management. During that time, he developed a deep understanding of financial markets, portfolio construction, goals-based investing, and liquidity management. In addition to this, Joe worked collaboratively with colleagues to create a successful team environment providing optimal efficiency for clients.
Joe joined The Falcon Financial Group in 2025 to work alongside Managing Partner Jeffrey Valle as an advisor in the Gold Mentor Program. In this role, Joe is focusing on assisting individuals and small business owners to achieve their financial goals through holistic planning and incorporating a data-driven approach. Joe holds the Series 66 and Series 7 licenses and is also licensed in Life and Health in multiple states.
Joe currently resides in South Amboy, NJ with his girlfriend Isabella and dog Rainer. Outside of work, Joe enjoys taking his dog on runs, reading, going to the beach, spending time with friends and family, and coaching local youth soccer.
Joe looks forward to building his client base and providing comprehensive financial planning services that lead directly to achieving personal financial security. Joe is currently accepting new clients through referrals and recommendations.
Licenses: Life and health insurance in various states
FINRA Securities registration: Series 7, 66