Title: Founder and Managing Partner
Company: Iron Hawk Financial
Location: Cheshire, Connecticut, United States
Joseph F. Lombardi Sr., Founder and Managing Partner at Iron Hawk Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial services.
In preparation for his career, Mr. Lombardi attended Southern Connecticut State University and graduated in 2006 with a Bachelor of Applied Science in finance. Since 2019, he has excelled as the founder and managing partner of Iron Hawk Financial, where he provides protection and growth solutions to clients’ finances. He helps clients build wealth and protect assets. Mr. Lombardi specializes in using Section 7702 of the Internal Revenue Service tax code to invest his clients’ money in tax-free, non-market-correlated liquid retirement accounts to build their financial foundations. He attributes his success to his desire to better himself and provide for his family.
Prior to his position at Iron Hawk Financial, Mr. Lombardi was the senior vice president of Aegis Wealth Partners LLC. From 2012 to 2014, he was a financial services representative with Charter Oak Insurance and Financial Services, and from 2008 to 2012, he was a financial services representative with MetLife Services and Solutions LLC. Mr. Lombardi began his career with the Northwestern Mutual Life Insurance Company from 2006 to 2008. In addition to his primary professional endeavors, he has contributed as a coach of basketball, lacrosse, and football since 2010.
Mr. Lombardi has been recognized for his success with more than 25 industry awards and a cover feature on Who’s Who of the Blue Book Network. He was additionally named to 40 Under 40 by the Million Dollar Round Table and maintains affiliation with the Home Builders and Remodelers Association, BNI Global LLC, and the Million Dollar Round Table. Among his career accomplishments, Mr. Lombardi is proudest of helping companies save hundreds of thousands of dollars and helping clients overcome losses and secure financial stability for their children.
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