Joseph Portello in

Joseph Portello

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Co-Founder & Financial Advisor at The Firm Financial Group LLC
📍 New York, New York, United States

Joseph Portello is a Co-Founder and Financial Advisor at The Firm Financial Group, where he advises affluent families and business owners on wealth strategy and legacy planning. He specializes in integrated planning, including investment management, risk mitigation, and generational wealth structuring. He also works closely with law enforcement agencies.

Born in New York and raised in Las Vegas from age 16, Joseph developed a strong work ethic early on, becoming a General Manager of a restaurant before entering finance. He is a proud Italian-American and values building long-term relationships, a principle he applies to both his personal and professional life.

He works closely with law enforcement agencies throughout the Tri-State area, a community he deeply respects.

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Experience
12 Years
Current Role
Co-Founder & Financial Advisor
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Joseph shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joseph cares about

Legacy Planning
Advises affluent families and business owners on advanced wealth strategies and long-term legacy planning, focusing on what matters most—family, control, and legacy.
Supporting Law Enforcement
He works closely with and deeply respects the law enforcement community, providing financial guidance and support to those who serve.
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Career

Work history

1-2026
Co-Founder & Financial Advisor
The Firm Financial Group LLC
8-2022
Financial Advisor
Eagle Strategies
6-2018
Financial Services Professional
NYLIFE Securities LLC
2-2018
Agent
New York Life Insurance Company
11-2014 - 1-2018
Agent
Midland National Life Insurance Company
In the press

Media appearances

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Education
2009 - 2010
Business/Commerce
College of Southern Nevada
2007 - 2008
Education details unavailable
Sierra Vista High School (Las Vegas, NV)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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