Joseph has been in the financial services industry for over a decade, bringing deep expertise in retirement planning, investment strategies, and tax-efficient solutions.

For the past three years, he has worked closely with Shah and Sons, combining financial planning with their accounting practice to provide clients with a more integrated and strategic approach to their finances. By aligning tax planning with long-term financial goals, Joseph helps both individuals and businesses build wealth more efficiently. He takes pride in developing personalized strategies that not only reflect each client’s unique situation but also evolve with them over time, ensuring continued progress toward financial security and peace of mind.

Joe holds a FINRA Series 6, 7 63 and 65 registrations as well as, Life, Annuity, Accident, and Health Insurance Licenses. As a Registered Representative and Investment Adviser of Equity Services Inc., he offers securities in FL, NC, NJ, NV, NY, PA, SC and VA and is insurance licensed in NJ.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.