Broker Check

Joseph J. Hermann, RICP® 

LPL Financial Planner

My purpose is to help individuals develop a financial plan geared toward their unique, long-term goals. Whether you need to save for a child's college education, reduce taxes or plan for retirement, I can help. With over 25 years of experience, my team and I are continually learning and applying new ideas by finding objective solutions aiming to solve our clients’ needs

I am proud of the fact that every decision and recommendation we make aligns our expertise with our clients’ interests. Our commitment and efforts are focused on you, the client, and your satisfaction. We have always, and will always, believe that the client comes first. 

My team and I are here to help. By investing a small amount of your time now, we can work with you to develop a personalized financial plan that will give you confidence in your financial future.

I am a proud member of LPL Financials Chairman's Club. This premier award is presented to less than 5%* of LPL Financial's approximately 19,000 advisors nationwide. 

I currently reside in Saratoga with my wife Donna and we have two grown children, Kelsey and Marissa.

*Achievement is based on annual production among LPL Advisors only.

RICP conferred by The American College.

About My Team

Karen Blesser, Financial Paraplanner Qualified Professional™

Executive Assistant to Joseph Hermann, RICP®

Karen has been Joseph Hermann’s Administrative Assistant since January of 2007. As Joe’s assistant, she strives to keep Joseph’s focus on his client’s and their needs while she focuses on the background aspect...

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Ryan Duff, CFP®

Paraplanner to Joseph J. Hermann, RICP®

Ryan Duff, CFP®, joined Albany Financial Group in 2018 and has been in the financial services industry since 2012. Prior to joining AFG, Ryan had previous experience in wealth management, financial advisory and insurance services...

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