Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans
Newtown, PA — A certified fiduciary with over 36 years in the financial services industry, Joe Gastaldi, AIF®, C(k)P®, CBFA®, has joined the Newcleus Retirement Advisors team as Managing Director, Retirement Plans.
For the past 17 years, Gastaldi has advised and implemented cost-effective retirement planning services, most recently as a senior advisor with Cafaro Greenleaf and OneDigital.
“Joe will be a fantastic addition to the team. His experience and knowledge align with
Newcleus and will enable us to provide the level of service our clients expect and deserve,”
said Sean Kelly, President of Retirement and Wealth at Newcleus.
Gastaldi earned a Bachelor of Business Administration in economics from Pace University and holds Series 66 securities and various insurance licenses. An Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®), Gastaldi studied under noted behavioral economist Shlomo Benartzi to receive his certification as a Behavioral Finance Analyst.
“I’m looking forward to adding momentum to the team, the services and the excellent resources Newcleus has assembled,” Gastaldi said. “I want to bring improved outcomes to companies with 401(k) programs, working with the average worker as well as the c-suite.”
A recreational cyclist and traveler, Gastaldi embraced virtual activities during the pandemic and bikes around the world on a smart bike. He also leveraged online networks and remote contacts to maintain his volunteer work doing ministry work that involves marriage guidance, prison and health visitations. From his home in South Bend, Indiana, Gastaldi loves summers at the Great Lakes and winter trips to Florida. He and his wife just celebrated their 30th wedding anniversary.
Newcleus powers organizations and their employees by designing and administering secure compensation, benefit, investment and finance strategies. We have created a team, culture and technology that ensures that all clients receive exceptional service and a greater return on their investment. We’ve designed our own software to successfully manage our client’s investments in a way that is customizable to their needs. We produce, research and share thought leadership articles with our client base and community. We analyze trending information and survey experts in our field to provide our 750+ clients with the most cutting-edge solutions in the marketplace.
Learn more about Joe on our Team Page.