Joseph Trucano, CFP is a Director of Financial Planning at Oliver Luxxe Assets, LLC, where he works closely with clients and their advisory teams to design and implement tailored strategies aligned with long-term objectives. He is a seasoned wealth management professional with over 15 years of experience advising high-net-worth individuals, families, and business owners. 

Since entering the industry in 2010, his work has centered on comprehensive wealth management, advanced financial planning and strategy, business development, and long-term relationship management. His approach integrates disciplined investment oversight with thoughtful planning across estate, tax, and intergenerational considerations—helping clients navigate complex financial decisions with clarity and confidence. 

Previously, Joseph held advisory roles at Merrill Lynch and UBS, where he gained institutional experience working within global wealth management platforms. He brings this background to his current practice, combining institutional rigor with a highly personalized, client-first advisory model.

Joseph is a Certified Financial Planner™, earning the designation in 2015, and holds a B.A. in Economics from Rutgers University. Joseph is also the President and a Board Member of The Estate Planning Council of Central New Jersey, reflecting his active engagement with the broader planning and fiduciary community.