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Joseph Okaly

  • Mortgage Consultant
  • NMLS: 272353
  • (800) 833-1862 x194
  • (973) 540-1775
  • 437 Newman Springs Road
  • Lincroft, New Jersey 07738

Joseph P. Okaly, CFS 

Joe graduated from The College of New Jersey where he obtained a Bachelor of Arts degree in Finance and graduated with honors. He has worked for New Horizons Wealth Management LLC as a Financial Advisor since 2008, working with clients to develop plans and reach their goals. Additionally, Joe has served as the Assistant Portfolio Manager at TFS Advisory Services (formerly Innovative Market Trends) for the Buy/Hold Plus Portfolios since 2011.  

Joe currently holds Series 7, 24, and 66 Securities Licenses as well as a CFS designation. He also has Life, Health, andLong-Term Care Insurance licenses and is a Mortgage Originator.

His wife, Lauren, taught at Radcliffe Elementary School in Nutley, NJ. She now works from home as a Lead Social Media Marketer, so as to be able to be there for their young daughter, Avery. They reside in the Packanack Lake Community of Wayne, NJ.

In his spare time, Joe enjoys traveling with Lauren, playing soccer, woodworking, home improvement projects, any outside exercise activity, and reading classic fiction books.

 

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