Joe Gordon in

Joe Gordon

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Financial Planner/Wealth Advisor at J. Gordon Financial Services
📍 State College, Pennsylvania, United States

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.

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Experience
31 Years
Current Role
Financial Planner/Wealth Advisor
Location
State College, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares 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.
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Career

Work history

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

Media appearances

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Education
1996 - 1999
MS
Bucknell University
1990 - 1994
Bachelor of Science - BS
Penn State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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