(732) 772-9000
joe@joebonfiglio.com
Exceptional Insight
Joe’s education is extensive. He obtained a Bachelor of Science degree at the City College of New York and has a Master of Science and an MBA from the University of Houston. He’s not only a CERTIFIED FINANCIAL PLANNER ™ practitioner, but also a Chartered Life Underwriter (CLU) and an Enrolled Agent (EA) licensed to represent taxpayers before the IRS.
Joe is an Investment Advisor Representative. He is also insurance licensed to offer life, long-term care, and disability insurance.
Joe spent years supervising offshore drilling operations for a major energy corporation, assessing costs and planning searches for new oil and gas reserves. Subsequently, he took his management knowledge and paired it with his considerable financial experience to create an independent planning firm, helping business owners, professionals and hard working families for over 25 years.
Licences & Affiliations
Security Licenses
- States: CT, FL, MA, MI, NJ, NY, PA, TX
- Exams: Series 63 - Uniform Securities Agent State Law Exam , Series 7 - General Securities Representative
Insurance Licenses
- Life/Variable Annuities/Long Term Care
Advisory Licenses
- License: Investment Advisor Representative
- States: CA, CT, FL, MA, MI, NC, NJ, NY, PA, TX, VT
Professional Designations
- CFP® CERTIFIED FINANCIAL PLANNER ™ practitioner
- CLU Chartered Life Underwriter
- EA Enrolled Agent
Education
- Bachelor of Science, City College of New York
- MBA Investments & Finance, University of Houston
- Master of Science, University of Houston
Affiliations
- CFP® certificant in good standing with CFP® Board of Standards and the Financial Planning Association of New Jersey.
- Member of the National Association of Tax Professionals. Member of the National Association of Enrolled Agents