Joe is a Certified Financial Planner® practitioner and serves as a Financial Planner at CFM. He earned his Bachelor of Science in Finance, with a minor in Accounting, from the University of Tampa. Joe pursued additional studies at the NYU School of Professional Studies to secure his CFP® Certification.

Joe specializes in providing comprehensive financial planning at CFM including investment management, income tax preparation & planning, estate planning, and retirement planning. During his leisure hours, Joe enjoys activities such as golfing, spending time outdoors, and cherishing quality time with friends and family.