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Joe Pantozzi
President at Family Banking Systems
Joe Pantozzi is a seasoned financial professional with extensive experience in the finance industry. He currently serves as the President of Family Banking Systems.2 With a career spanning over four decades, Pantozzi has established himself as a respected figure in the field of financial preparation and management.
Career Highlights
Pantozzi's journey in the financial sector began in 1976.1 Throughout his career, he has held several significant positions:
- President at Family Banking Systems (Current role)2
- CEO and Founder of Alpha Omega Wealth13
- President of the National Association of Insurance and Financial Advisors (NAIFA) since 19801
Expertise and Approach
Joe Pantozzi specializes in:
- Financial preparation and management
- Infinite banking
- Prosperity economics
- Life insurance strategies
- Disability protection
His approach to financial advising is characterized by:
- A focus on empowering clients to build wealth outside of traditional Wall Street methods1
- Designing personalized financial strategies based on thorough analysis of clients' current and future needs1
- Combining life insurance with other financial products to meet client objectives1
Achievements and Recognition
Throughout his career, Pantozzi has earned several accolades and designations:
- Chartered Life Underwriter (CLU)1
- Chartered Financial Consultant (ChFC)1
- Recipient of the National Quality Award1
- Life membership in the Million Dollar Round Table, recognized as a standard of excellence in life insurance sales and service1
Professional Affiliations
Pantozzi is involved with various professional organizations, including:
Joe Pantozzi's LinkedIn profile can be found under the username "joepantozzifamilybanking".2 His extensive experience and client-focused approach have made him a respected figure in the financial services industry, particularly in the Las Vegas area where he has worked with numerous families and businesses.1
