Joe has been offering reliable advice and dependable counsel to individuals and businesses for over 20 years. Having the CPA and CFP® certifications behind his name give Joe the unique advantage of being able to offer tax as well as financial guidance so you are aware of the tax ramifications that may be associated with investing. Being a trusted financial advisor in the area, he is frequently asked to participate in financial articles in the Asbury Park Press. Joe is extremely ambitious, knowledgeable, and very goal oriented which allows him to focus his attention on helping his clients attain their objectives.
Education:
Earning his Bachelor of Science Degree in Accounting from the University of Florida in 1981, Joe went on to accomplish his objective of receiving his Certified Public Accountant (CPA) certification in 1990. He became a Member of the American Institute of Certified Public Accountants (AICPA) in 1991. He is also a member of the New Jersey Society of Certified Public Accountants (NJSCPA).
Joe added financial services to his practice in 1995, becoming a registered representative with Avantax Investment ServicesSM. His aspiration of attaining his Certified Financial Planner (CFP®) certification was accomplished in 1996 and the certification of Personal Financial Specialist (PFS) by the AICPA was bestowed upon him also in 1996. He added Investment Advisor Representative (IAR) to his list of qualifications at Avantax Investment ServicesSM in 1997 allowing him to personally manage client portfolios for a fee. In 1999 Avantax presented Joe with their prestigious rank of Top Producer, which means he is ranked as one of the top 10% of all Avantax Representatives.