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H.
Joseph Sgroi, CLU, ChFC
Personal:
Happily
married to wife Betsy, with four fantastic kids (Patrick, Jeff,
Jenny, & Greg).
Education:
1960 to 1964
B.S., Business Administration from The University of Buffalo. Worked
way through college and graduated at age 20. 1973 to 1976 Awarded
C.L.U. (Chartered Life Underwriter) designation in the insurance,
financial, and estate planning field. 1989 Awarded ChFC (Chartered
Financial Consultant) designation from the American College, Bryn
Mawr, PA.
Work
Experience:
1965 to 1970
Personnel and Labor Relations for Fortune 500 company.
Promoted to Director of Personnel at age 24.
1971 to Present
Sgroi Financial, LLC. . . . FINANCIAL PLANNING. Owner of a
financial planning firm that prides itself on the completion of
financial plans based on the clients' goals and purposes. Licensed
with over 70 companies for the benefit of clients. Life and qualifying
member of the Million Dollar Round Table and their Court of the
Table. Achieved lifetime member status of the most prestigious Top
of the Table. Author of numerous articles on financial planning.
Featured speaker in several states and Canada. Tax Sheltered Annuity
Plan Administrator for over sixty five school systems, including
Buffalo, West Seneca, Williamsville and Erie Community College.
Areas of expertise include Tax, Investments, Insurance, Pensions,
Nursing Home as well as Charitable and Estate Financial Planning.
Community:
- Past President,
The Mercy Hospital Foundation Board of Directors.
- Sisters of
Mercy Development Council Board of Directors.
- Past-Chairman,
Western New York Child Abuse Prevention Campaign ("Have you Hugged
Your Kids Today?").
- West Seneca
Youth Baseball Coach & Manager for fourteen years.
- Board of
Directors (New York State), consultant, lecturer, and judge at
regional, state and national competitions for Distributive Education
Clubs of America (D.E.C.A.). Finance Academy Co-Chairman WS Schools.
- Treasurer,
West Seneca Rotary Foundation (18 HOLE PUBLIC GOLF COURSE ON IT'S
WAY!)
- West Seneca
Rotary Club Past-President, Past-Chairman of the Board, Past Area
II Chairman.
- Honored by
Rotary with distinguished Paul Harris Fellow award for outstanding
humanitarian achievements.
- Past-President
and Past-Chairman of the Board of Directors of the West Seneca
Chamber of Commerce.
- Chosen 1985
West Seneca Jaycees Man of the Year.
- Chosen 1988
West Seneca Chamber of Commerce Citizen of the Year.
- Chosen 1992
West Seneca Chamber of Commerce Business of the Year.
- Chosen 2001
West Seneca Chamber of Commerce Member of the Year.
- 2001 Member
of Buffalo Baby Joe Mesi Ringleaders.
- 2001 Charter
Member of the Erie Community College Football Program.
- 2002 Trocaire
College's Reflections Award Recipient.
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