Wesselt Capital Group announced that Joseph Vanelli III has joined the firm as an agent and strategic planning analyst. In this role, Vanelli will analyze the financial portfolios of clients to assist them in strategically planning for all current and future financial needs with the goal of helping them achieve financial security.
Vanelli previously served as an intern at Wesselt Capital Group while he attended both high school and college. “Joseph has proven his value to our company by demonstrating his ability to help our clients with a range of financial needs,” said Richard Wesselt, principal and founder of Wesselt Capital Group.
“Joseph has impeccable character, a tremendous work ethic, and he has worked closely with me putting together case design and implementing strategies to assist clients in building a sound financial plan for life that encompasses protection, savings and growth. We are very excited to have him on our team as we continue to grow.”
Vanelli received his bachelor’s degree in Risk Management from Pennsylvania State University and earned his Series 6 and Series 63 licenses. He is a resident of Ambler, Pennsylvania.
About Wesselt Capital Group Wesselt Capital Group (https://wesseltcapital.com/) is a Philadelphia-area leader for life insurance, financial business planning and estate planning. Through a proven, step-by-step approach, the advisors at Wesselt Capital Group provide financial solutions designed to help individuals reach their personal and business goals for a secure financial future. Established in 1991, the firm is located in Collegeville.