Joseph Bilello, Certified Financial Fiduciary®, ChFC®, CKA®, CEP®, BPC

Meet Joe Bilello

Joe is the Founder and Lead Advisor of Avanti Wealth Management, where for more than 35 years he has helped individuals, families, professionals, and business owners make sense of life's biggest financial decisions. He specializes in coordinating retirement income, investment strategy, tax planning, estate planning, and risk management into one connected plan, so clients can move forward with a clear sense of where they're headed and why.

Joe's passion for financial planning took root in an unexpected place: a small family boatyard on Long Island, New York, where he spent afternoons as a teenager talking with a Wall Street executive who taught him discipline, patience, and the value of steady decision-making when markets and emotions run high. Those early lessons, later reinforced during the dot-com boom when many investors chased trends instead of fundamentals, still shape how Joe approaches planning for clients today.

Education & Experience

Joe holds the Certified Financial Fiduciary® (CF2), Certified Kingdom Advisor® (CKA®), Certified Estate Planner® (CEP®), Bucket Plan Certified® (BPC), and Chartered Financial Consultant (ChFC®) designations, and he is a Top of the Table qualifier with the Million Dollar Round Table. In his role, Joe leads the planning philosophy behind Avanti's holistic approach, working closely with clients to help make sure every part of their plan supports what matters most to them. He also stays closely engaged with professional organizations and evolving strategies so the guidance he provides continues to reflect current best practices and emerging strategies.

Get to Know Joe

Outside the office, Joe's world centers on his wife, Leisa, their daughters, grandchildren, and extended family. He loves to travel, whether it's a cruise, a trip to Italy, or time spent near or on the water making new memories. He's a lifelong learner who enjoys reading and staying curious about business and leadership, an automotive enthusiast who appreciates the craftsmanship behind a well-built car, and a guy who's just as happy at home with his guitar, a plate of Italian food, and a meaningful conversation over coffee or good wine. His commitment to serving others extends into the community through his support of Young Life and other organizations that invest in the next generation.