Joseph A. Gitto, Jr. CEPA, CFP®

Director of Business Development

Joe joined Heritage Investment Group in April 2019 as Director of Business Development. Joe holds a B.S. in Accounting from Baruch College, is a Certified Financial Planner™ professional, a Certified Exit Planning Advisor (CEPA), and a Certified Senior Advisor (CSA). Joe’s professional career has spanned roles as an operating and finance executive in both privately held and publicly traded companies. For almost a decade, Joe worked for a national business valuation firm working closely with trust and estate attorneys, CPAs, wealth managers, private equity professionals, and investment bankers. A long time entrepreneur, Joe recently exited his latest venture, an Orlando-based home healthcare provider for seniors. This experience solidified his desire to work with families and business owners to help them properly plan to meet their personal and financial goals. Joe and his wife, Amarilis, live in Winter Garden, Florida with their daughter. Joe is active in his local community and is the founder of F.C. Firestorm, a soccer league he created in 2017.