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An Independent & Unbiased Approach to Investing

FLEETWOOD ASSET MANAGEMENT LTD.

Investment Advisory Services

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Joan Guccione, CFP®

President, Fleetwood Asset Management

Prior to launching Fleetwood in 2004, Joan served as the Chief Investment Officer and Managing Director of The BJ Group from 1987 until the sale of the firm to GE Private Asset Management in 2002.  She was directly responsible for over $625 million in assets.  Clients included high net worth private investors, charitable foundations, endowments and the retirement plan of a large, publicly traded corporation.

 

Joan is a past member of the Schwab Advisory Board and is listed as one of the top professional advisors in the country in the J.K. Lasser publication “New Rules for Estate and Tax Planning.”  She is formerly a Registered Player Financial Advisor with the National Football League Players Association.