Honors and Awards

Joseph Marchese is Honored for his Dedication

Joseph Marchese, owner of Financial Planning Concepts of America, was nominated for the Louis R. Miller
award for his service to Staten Island. (Photo courtesy of the Chamber of Commerce/Steve White)

STATEN ISLAND, N.Y. – Joseph R. Marchese, founder and president of Financial Planning Concepts of America in Travis, has dedicated his time and career to serving the Staten Island community.

The best part of his job is "listening to the stories clients share about what they plan to do in retirement," he said.

For his established work in the field, he is being honored with a Louis R. Miller Leadership Award in the Established businessperson category.

The awards -- co-sponsored by the Staten Island Chamber of Commerce and the Staten Island Advance -- are presented in honor of Lou Miller, a businessman and West Brighton resident who was also a community leader.

Recipients of the Louis R. Miller Awards are recognized as effective business leaders, and for their outstanding contributions to the local community. Awards are given out in four categories: "Emerging," "Established," "Master" and "Not-For-Profit."

Each winner will be profiled on SILive.com in the coming weeks. The honorees will be recognized during the annual Louis R. Miller Business Leadership Awards Breakfast in February.

MaryLee Montalvo of MLM Public Relations nominated Marchese for the award, saying he "puts his clients' interests before his own, even if it doesn't mean the best return for him."

"I think Mr. Marchese goes beyond just securing, financially, the future for his clients," said Montalvo.  "But looks to know what is important to them and how he can help make it happen."

Community involvement: YMCA of Staten Island board member; past president and member of the Rotary Club of Staten Island; past treasurer and past member of the Staten Island Children's Museum; assistant governor for Rotary District 7230; past member of the board of directors of the Alzheimer's Foundation of Staten Island; member of fundraising committees for the Staten Island Historical Society, Snug Harbor Cultural Center and the Eger home rehabilitation center.

Goals include: Raising my son to be an outstanding young man.

The most difficult part of the job: Helping clients work through stock market declines.

Most proud of: My son and my father

The quality I like best about myself: Persistence.

I am really good at: Skiing.

I admire: Parents who try to instill traditional American values in their children despite tremendous pressure from television and other media programming that, whether intentional or not, is undermining their best efforts.

Something I wish you asked me: Something about my parents.

And my answer!: How incredibly grateful I am for the sacrifices they made for me and my two sisters.

By Nicole DeRosa | nderosa@siadvance.com Staten Island Advance
on January 26, 2016 at 10:45 AM, updated January 26, 2016 at 2:57 PM

Joseph Marchese

Business:
Financial Planning Concepts of America
1110 South Ave., Staten Island, NY 

Life philosophy:
"Life is not about finding yourself. It's about creating yourself."