Location: Parsippany, NJ
As a tax professional who primarily focuses on compliance, Joe is passionate about money, wealth management, and helping people. At Wealthspring, he merges those interests to give clients a holistic tax-centric experience from start to finish.
Prior to joining Wealthspring, Joe served in tax positions for over six years, most recently at Withum Smith & Brown. Today, he’s a member of the NJCPA, AICPA, and Financial Planning Association (FPA) of New Jersey.
He received a bachelor’s degree in accounting from Seton Hall University. Joe also recently passed the exams for CERTIFIED FINANCIAL PLANNER™, FINRA Securities Industry Essentials, FINRA Series 7, and Series 66.
Joe enjoys sports such as baseball and football, working on his house, and traveling with his wife.
Designations
Certified Public Accountant (CPA)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.