In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?

I believe thoughtful, detailed planning can help you create a life that you enjoy. My approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, I want to know what truly matters to you. Once we've established your goals, I'll develop a personalized financial plan that seeks to meet your needs, wants, and lifestyle.

Beyond your initial plan, I am here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, I aim to have a positive impact on you and your loved ones' lives.


Our Guiding Values

A stack of papers on a desk. The page at the top of the pile has graphs and charts on it


Use my range of skills, education, and industry experience to provide you with informed financial direction.

Two business people high-fiving


Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

Woman in an office looking at her laptop. She is smiling and talking on her phone.


My role as your financial professional is one I don't take lightly. I strive to meet every interaction with care and professionalism.

Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.


Joe Dallo AIF®, J.D., E.E.

Financial Engineer

Joe Dallo is a financial engineer at Dallo Financial. Mr. Dallo’s legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial engineer, he is held to a fiduciary standard, meaning that he acts in your best interests.

Education and Licenses:

  • Accredited Investment Fiduciary® (AIF®)
  • J.D., Juris Doctor, Thomas M. Cooley Law School
  • Series 7 Registered with LPL Financial
  • Series 66 Registered with LPL Financial
  • B.S., Bachelor of Science in Electrical Engineering, Lawrence Technological University
  • Life and Health Resident Producer – State of Michigan