Broker Check
-

TAKEEMA I. JOSEPH

Financial Professional

E: tjoseph@thoroughbredadvisors.com

cell: (607) 752-1905

My Why

After six years in the healthcare field, I realized I was passionate about something deeper: helping people feel in control during life’s most critical moments. I’ve seen firsthand what it’s like to be unprepared—and I never want others to carry that burden alone. I entered this career to provide the kind of support I wish my family had during our toughest seasons.This isn’t just a job to me—it’s a mission. I want to ensure that the people I serve, especially young professionals and everyday families, are protected, prepared, and positioned for long-term success.

My Background

I’m a proud graduate of Maria College of Albany, where I began a career in Occupational Therapy that took me from NYC to the Capital Region. As a travel therapist, I worked with patients during some of their most vulnerable seasons—learning to lead with patience, empathy, and action.Over time, I realized my calling was evolving. I wanted to help people not just physically heal, but financially thrive. That’s when I made the decision to pivot into financial services. It hasn’t always been easy, but it’s been deeply fulfilling.

Why Thoroughbred

Joining Thoroughbred Advisors felt like finding home. The support, resources, and encouragement I’ve received here have fueled my transition and made it possible for me to grow quickly and confidently in this new space. Timing is everything—and this was the right time to bet on myself and my purpose.

What I Can Help With

  • Retirement Strategies & income protection for pre-retirees
  • Financial foundations for 1099 earners and new professionals
  • Life insurance strategies with living benefits
  • Planning after loss or career transitions
  • Building long-term savings while protecting short-term cash flow

Real Talk

Like many people, I didn’t grow up with a financial professional in my corner. I started my first job at 23, and I wish someone had told me back then: just $50 a month can grow into something life-changing. My goal is to be that “someone” for others now—whether you're just starting out, already in your career, or nearing retirement.I’ve also experienced what happens when life takes a turn. I lost my father to pancreatic cancer while I was launching my career, and the emotional and financial weight of that time changed me. I want my clients to have plans that protect their peace of mind and give their families the space to heal, grow, and thrive.

Outside the Office

When I’m not working, you’ll find me spending time with family, working on my fitness, trying out new restaurants, going to concerts—or squeezing in time to learn French!

Schedule an Appointment With Takeema

Thank you!
Oops!

LEARN MORE ABOUT FINANCIAL PLANNING