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OUR TEAM

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Just as we want to get to know you personally, we want you to know our team on both a professional and individual level.

Our people are what truly set us apart among wealth management firms. Not only do we serve you with investment advisory experience of more than 85 years spread across our team of seasoned financial services professionals, but each of our team members has a genuine passion for helping our clients achieve their personal goals.

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Learn more about the Independence Retirement Advisors team below.

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PRINCIPAL MEMBERS

Joseph M. Cucinotta, Sr., EA Registered Representative President

Joseph M. Cucinotta, Sr., EA
Registered Representative
President

After graduating from Drexel University in 1977, Joseph M. Cucinotta, Sr. began servicing the tax preparation and financial structuring needs of the greater Philadelphia area. Over the years, his unique approach, personal care and professionalism has earned him a high level of trust and respect throughout the community.

 

Being the quintessential family man, Joe Sr. was elated when Joe Jr. and John (two of his three sons) expressed interest and joined the firm. Together, through Independence Retirement Advisors the Cucinottas will forge ahead with their dedication to excellence.

 

When Joe Sr. is not busy with office matters, he enjoys spending time with his eight grandchildren whether it be attending their sporting events, playing chess or simply solving a jigsaw puzzle. Other times you can find him on the golf course, or spending quality time with Pat, his wife of 44 years hosting family

get-togethers and/or vacations.

Joe Cucinotta, Jr., EA  Investment Advisor

Joe Cucinotta, Jr., EA

Investment Advisor

Upon graduating from Philadelphia’s prestigious Widener University in 1999, Joe began learning the ropes of financial planning with Olde Discount Stockbrokers. After two solid years in the business, Joe decided to partner with Joe Sr. in his tax practice. After 20 years in the financial services industry Joe still finds working closely with his local community highly rewarding.

 

Currently, Joe holds his Enrolled Agent certification in tax as well as a multitude of securities licenses including Series 7, Series 63, Series 65, Series 66, and Series 52 in addition to Life, Accident, and Health Insurance license.

 

Joe is married to his beautiful wife, Dawn and has four children (2 boys and 2 girls) ranging in ages from 19 to 7. When the kids aren’t keeping him busy with their various activities, Joe is an avid golfer and enjoys a family game night or a quiet date night out with Dawn.

John Cucinotta., EA  Financial Professional

John Cucinotta., EA

Financial Professional

Born and raised in the historic community of Delaware County, PA. John began a successful professional career in Operations Management at Temple University. In 2011 he joined his father, Joseph Sr., and brother, Joseph Jr., to be a part of the family business. John’s personality and desire to help others have shaped his role at Independence Retirement Advisors.

 

John has many professional skills and certifications to accompany his years of experience. He is a registered Life Insurance agent, an Enrolled Agent with the IRS, and is also a notary public in the State of Pennsylvania. John’s wide range of expertise makes him an exceptional financial professional.

 

John and his wife, Lauren, have two sons, Ryan and Colin. He spends his free time with family, enjoying some waves at the beach, and occasionally golfing with friends.

WHY CHOOSE US?

A TEAM YOU CAN TRUST

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Independence Retirement Advisors, Financial Advisors, Pennsylvania

At Independence Retirement Advisors, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future.

CONTACT US

150 N Radnor Chester Rd.

Suite F 200
Radnor, PA 19087


1-833-886-9472
1-833-88MYIRA
YourTeam@IndependenceRA.com

Check the background of this financial professional on FINRA’s Broker Check.

 

Joe Cucinotta Sr. offers Securities through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Broker/Dealer.  Joe Cucinotta Jr. offers Securities and Advisory Services through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Investment Advisor. Supervisory Branch: 540 Fort Evans Road NE, Suite 200, Leesburg, VA 20176 (800) 880-4234. Independence Retirement Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in AZ, CA, DE, FL, GA, NJ, NY, NC, OH, PA, SC and VA.

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This communication is strictly intended for individuals residing in the states of Arizona, California, Delaware, Florida, Georgia, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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© 2021 Independence Retirement Advisors. All rights reserved.

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