Joseph Moricca
Joseph Moricca is scheduled to speak at PFS Festival of Financial Planning on 18 November 2026.
Compiled from published conference agendas; not yet confirmed by Joseph. Is this you? Claim this profile.
About
Joseph Moricca is a Chartered Financial Planner and Fellow of the Personal Finance Society at Liberty Partnership, an independent financial planning firm. Now twenty-nine, he came into the profession in his early twenties, having retrained from quantity surveying, and was the youngest adviser in his office. He is one of the profession's younger Chartered Financial Planners and Fellows, and holds an MSc in Finance from King's College London. Alongside advising clients, he has supported apprentices and newer advisers through their qualifications, as well as potential career changers considering a move into financial planning.
Upcoming
PFS Festival of Financial Planning 18 November 2026 – 19 November 2026
- Building the future of financial planning: Attracting, developing and retaining the next generation Speaker · 18 November 2026
Spoke alongside
People who have shared a session with Joseph at events on B2DB.
- Luke Holloway 1 shared session
- Tim Brienza 1 shared session