He enjoys working with clients, developing their financial plans, and watching them achieve their goals. Joe knew that he had found his calling when he discovered comprehensive financial planning. To him, financial planning is truly an outlet that allows him to combine his knack for simplifying and solving complex problems with his desire to help others make positive changes in their lives.
Joe earned his Bachelor of Science in Personal Financial Planning at the University of South Florida in Tampa, Florida. While attending university, Joe used his expertise to positively impact the financial lives of fellow students though the university’s Financial Education office as a Peer Financial Educator. Giving back to the financial planning community, he served as the Treasurer of the Financial Planning Association’s Student Chapter.
In his senior year, Joe interned at an independent broker-dealer in Lutz, Florida, growing into the full-time role of Client Service Administrator following graduation.
Joe has always believed that the future of the financial planning industry will be led by fee-only fiduciaries such as Bay Point Wealth and in May 2021, he joined the team as an Associate Financial Advisor.
As an Associate Advisor, Joe provides analysis, support, and recommendations to clients surrounding both their planning and investment needs. Joe is also currently a member of NAPFA and the FPA of Tampa Bay.
In his free time, Joe enjoys playing golf with his family and friends, or playing fetch with his English Springer Spaniel, Prescott. In addition, Joe loves traveling, cycling, and cheering on the New York Yankees.