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Joe Panfil
Executive Director Technology Operations at OCC
Joe Panfil is a seasoned professional in the financial services sector, currently serving as the CEO and CTO of Panfil Consulting Inc. He has a robust background in wealth management and financial planning, having previously worked with the Bibler Finney Panfil Private Wealth Management Group at Wells Fargo Advisors. There, he focused on simplifying complex financial situations for clients, utilizing his expertise to create customized solutions that address their unique needs, from college savings to retirement planning.12
Panfil holds a Bachelor of Arts in Economics Management from Ohio Wesleyan University and has attained several professional designations, including Chartered Retirement Planning Counselor (CRPC®) and Certified Investment Management Analyst (CIMA®). His career began at Merrill Lynch in 2006, and he later joined UBS before moving to Wells Fargo Advisors in 2018.12
In addition to his work in wealth management, Joe Panfil is known for his commitment to making a positive impact on his clients' lives, emphasizing a long-term approach to financial planning that considers generational wealth transfer.1 He resides in Westerville, Ohio, with his family.
