Joseph VartanianVice President, Financial Planner
Phone: 336-272-5680 Joe Vartanian is a full service Financial Planner and a licensed Life and Health insurance agent with Oak Ridge Wealth Management.
Having entered the financial services industry in 1996, Joe has built a clientele that consists of individuals as well as small business owners. His practice is geared towards fee-based asset-allocation models for his individual clients and employer sponsored retirement plans for his business clients. Knowledge and Full Disclosure play key roles in helping Joe’s clients work toward the financial goals.
A longtime resident of Greensboro, NC Joe remains active in his community. He regularly conducts seminars with local professionals on comprehensive financial planning as well as tax efficient investing. Joe serves on two homeowners associations in addition to contributing his time to the Greater Greensboro Merchants Association. Joe also belongs to the Greensboro Chamber of Commerce and the Summit Chapter of the Greensboro Rotary.
Upon completing college at the University of North Carolina at Greensboro, Joe went on to receive his Series 7, 63, 65 licenses in addition to his Life and Health license. Joe is now actively pursuing his CFP® designation from the College for Financial Planning and hopes to complete this within two years.
Joe believes that “Failing to Plan is Planning to Fail.”
Registered Representative of, INVEST Financial Corporation. 
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328 Market St. East Phone: 336-272-5680 |
INVEST Financial Corporation (INVEST), member FINRA/SIPC is not affiliated with Oak Ridge Wealth Management. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
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