Joe Gordon

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DISC Type : ic

Financial Planner/Wealth Advisor at J. Gordon Financial Services

State College, Pennsylvania, United States

Overview

Joe Gordon is a seasoned financial planner and the founder of J. Gordon Financial Services. He leverages an extensive background in high-level corporate finance from roles at Alcoa, Inc. and The Pennsylvania State University to guide clients. He holds an MS from Bucknell University and a BS from Penn State University.

Beyond his professional life, Joe maintains a strong connection to his alma mater, Penn State University, where he was previously a Manager of Financial Operations. His interests reflect a deep engagement with both the university community and the principles of sound investment analysis, following resources like Morningstar.

He authored a publication on financial empowerment, drawing lessons from Steve Jobs to help individuals take control of their financial futures.

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Comprehensive Financial Planning
His firm focuses on a comprehensive six-step process to create customized road maps for clients to reach their financial objectives.
Corporate Finance
He has a deep background managing multi-million dollar budgets and developing financial strategy for global corporations like Alcoa and large institutions like Penn State.
Retirement Strategies
Specializes in developing both retirement accumulation and withdrawal strategies for his clients to ensure their long-term financial well-being.

Media Appearances

Joe has no verified media appearances

Work History

5-2009
Financial Planner/Wealth Advisor at J. Gordon Financial Services
3-2005 - 2-2010
Manager, Financial Operations at The Pennsylvania State University
5-2004 - 5-2005
Controller, Commercial Vehicle Wheels at Alcoa, Inc.
2002 - 2004
Manager, Corporate Analysis at Alcoa
6-2000 - 4-2002
Vice President of Finance at Permatech, Inc. (Alcoa Subsidiary)

Education

1996 - 1999
MS from Bucknell University
1990 - 1994
Bachelor of Science - BS from Penn State University

More Information

Social Presence :

Prographics :

Exp : 31 Location : State College, Pennsylvania, United States Job Level : N/A Designation : Financial Planner/Wealth Advisor at J. Gordon Financial Services
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Joe

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Joe take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Joe

Personality Compatibility


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