Joe brings more than 35 years of experience in the accounting, tax and financial services industries. Joe holds several licenses and designations including Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner Professional (CFP) and Certified in Long Term Care (CLTC). In addition to these designations Joe has a Master’s degree in Financial Planning from the College for Financial Planning.
His goal is to help clients achieve financial independence with the primary focus being to help clients plan for and navigate through retirement. Asset allocation and diversification strategies are a big part of this process. Clients have the opportunity to create their own personal financial plan to use as a roadmap in this process.
Joe and his wife, Jennifer live in Mesa, Arizona with their daughter, Sarah and son, Nicholas. His personal hobbies include martial arts, golf and reading.