Joseph Scerbo

Livermore, CA

Verified Identity

Investment Advisor Representative at

PFS Investments, Inc.

Years of Experience

2 years

Number of Clients

Average Client Size

$800,000

Member Since

2026

Allow Me to Introduce Myself

Joseph Frank Scerbo works with many different clients but has an affinity for business owners, entrepreneurs, and self-employed professionals. For professionals, he helps answer the big questions: * Will I have enough to maintain my lifestyle and legacy? * When should I claim Social Security? * Ho...

One thing I want my clients to know about me is...

I was born and raised in NJ and drove across the country to CA at 23 years old to pursue the adventures of my life.

Clientele

Inheritors

Retirees

Dentists

LGBTQ+

New Investors

Parents of Special Needs Children

Attorneys & Paralegals

Surviving Spouses

Divorcees

Business Owners

Entrepreneurs

First Responders

Building Industry Professionals

Software Engineers

Corporate Executives

Services Provided

Investment Planning

Business Retirement Solutions

Retirement Planning

Financial Planning

Specialties and Expertise

Dealing with Bankruptcy

Debt Management

College Planning

Retirement Income

Business Continuity Planning

Wealth Accumulation ...

Business Ownership Strategies

Cash Flow Analysis

Tax Minimization Inv...

Business Valuation Planning

Succession Planning

Environmental, Socia...

Philanthropic Planning and Giving

Socially Responsible...

Portfolio Construction

Credentials and Designations

Series 63 - Uniform Securities State Law Examination

Click to learn more

Series 65 - Uniform Investment Adviser Law Exam

Click to learn more

Pricing Models

AUM

Education

Alfred State College

Construction & Maintenance Electrical

Obtained in 1991

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

FINRA BrokerCheck

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Profile Last Updated: October 8, 2026