Joseph C. Hurlimann, ChFC

Joe takes an analytical approach to financial planning. Utilizing a well-defined planning process, he gathers data on all facets of his clients’ financial life; including their cash flow, investment, retirement, estate, and business owner planning. This allows Joe to effectively discover gaps in their current financial planning and identify opportunities that may improve their ability toward meeting their financial goals. Through the use of sophisticated modeling tools, Joe evaluates and develops a customized comprehensive financial plan that he and his clients review annually.

Joe is a member of the prestigious, national Resource Group. The Resource Group (TRG) is an invitation only, nationwide network of the top planners within Lincoln Financial Advisors. Joe has earned the Chartered Financial Consultant (CFHC) designation. He holds his Series 7 and 63 registrations and is licensed to provide life and health insurance in several states. Joe is a member of the Estate Planning Council of Rochester and the Society of Financial Service Professionals (Rochester Chapter). 

Joe graduated Magna Cum Laude from SUNY at Buffalo with his BS degree in Chemical Engineering. Prior to Lincoln, he worked with John Hancock as a Long-Term Health Care specialist; and prior to that he worked at Eastman Kodak for 15 years.

Joe lives in Greece with his wife Ann. They have three children; Alyssa, Dan and Brian.