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Meet the Team

Your Retirement Navigator

Americans are living longer and spending more time than ever in retirement. How can you make sure you have enough to retire? Equally important, once retired, what's the smartest way to tap your assets? When should you start taking Social Security?

The way you answer those questions could affect your—and your spouse's—retirement income and standard of living for the rest of your lives.

I focus on supporting individuals, couples, and small-business owners who are nearing or in retirement. In fact, I am among a select group of professionals nationwide to hold the Retirement Income Certified Professional® designation, which is reserved for financial consultants with specialized focus in retirement income planning.

The RICP® designation affirms that I am qualified to provide you with professional guidance on retirement topics, including your income needs and objectives, Social Security, health insurance, housing, income taxation, and estate issues and other potential risks to retirement income.

I recognize that asset “decumulation” requires the same foresight and planning as asset accumulation. As your retirement navigator, I will work with you on developing a customized strategy to guide you through your golden years. In addition, because retirement planning is just one piece of a complex financial picture, I will help you identify and achieve other goals, from saving for college to securing your family's future.

Click here to contact me for a complimentary consultation

Passionate about educating

One of the most valuable services that I provide is education. I believe clients are best served when they understand their current situation and are knowledgeable about the options available to them. Therefore, I conduct retirement and Social Security workshops and teach finance classes through my local recreation and park district.

Services

  • Financial planning: Retirement planning, long-term care planning, education funding, fee-based financial plans
  • Business planning: Succession, exit and transition planning, 401(k)s, SEPs, SIMPLEs, pension/profit sharing, buy-sell, deferred compensation, non-qualified retirement plans, corporate-owned life insurance, group health insurance
  • Risk management: Annuities; life, disability, and long-term care insurance
  • Investments: Mutual funds, fixed income, managed accounts, IRAs, 401(k)s, 403(b)s, college savings plans


Academic credentials

  • MBA with distinction, with a concentration in Finance, California State University-Northridge
  • BBA in Market Research, magna cum laude, Baruch College, The City University of New York
  • Certificate in Retirement Planning, The Wharton School of the University of Pennsylvania
    Certificate in Personal Financial Planning, UCLA Extension
    Retirement Income Certified Professional®, The American College of Financial Services


Memberships

  • ProVisors
  • San Fernando Valley Estate Planning Council
  • Valley International Business Group
  • Valley Senior Resource Network
  • WIN - Women in Networking
Joanne Crowley

Joanne Crowley

Retirement Planning Specialist

(818) 587-4271

joanne.crowley@equitable.com

Your Retirement Navigator

Americans are living longer and spending more time than ever in retirement. How can you make sure you have enough to retire? Equally important, once retired, what’s the smartest way to tap your assets? When should you start taking Social Security?

The way you answer those questions could affect your—and your spouse’s—retirement income and standard of living for the rest of your lives.

I specialize in supporting individuals, couples, and small-business owners who are nearing or in retirement. In fact, I am among a select group of U.S. professionals to hold the Retirement Income Certified Professional® designation, underscoring my focus in areas including asset “decumulation,” Social Security, income taxation, estate issues, health insurance, and other risks to retirement income. I conduct retirement and Social Security workshops for a variety of audiences including Baby Boomers and professional organizations.

As your retirement navigator, I will work with you on a customized strategy to guide you through your golden years. And, because retirement planning is just one piece of a complex financial picture, I will help you identify and achieve other goals, from saving for college to securing your family’s future.

Services

  • Financial planning: Retirement planning, long-term care planning, education funding, fee-based financial plans
  • Business planning: Succession, exit and transition planning, 401(k)s, SEPs, SIMPLEs, pension/profit sharing, buy-sell, deferred compensation, non-qualified retirement plans, corporate-owned life insurance, group health insurance
  • Risk management: Annuities; life, disability, and long-term care insurance
  • Investments: Mutual funds, fixed income, managed accounts, IRAs, 401(k)s, 403(b)s, college savings plans


Academic credentials

  • MBA with distinction, with a concentration in Finance, California State University-Northridge
  • BBA in Market Research, magna cum laude, Baruch College, The City University of New York
  • Certificate in Retirement Planning, The Wharton School of the University of Pennsylvania
  • Certificate in Personal Financial Planning, UCLA Extension
  • Retirement Income Certified Professional®, The American College of Financial Services


Licenses

  • FINRA Series 7 and 66
  • Life, health, disability, and variable contracts, California
  • Long-term care, including Partnership policies, California


Memberships

  • ProVisors
  • San Fernando Valley Estate Planning Council
  • Valley International Business Group
  • Valley Senior Resource Network
  • WIN – Women in Networking


To schedule a complimentary consultation, contact me at joanne.crowley@equitable.com or 818.587.4271

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network Insurance Agency of California, LLC. CA Insurance Lic #0H55497. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.