Speak with a Financial Expert
Speak with a Financial Expert

Joe is passionate about delivering high quality financial plans through a world-class client experience.

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 at USF, Joe interned at Addessi Financial Partners in Lutz, Florida. Following graduation, he grew into the full-time role of Client Service Administrator, working on a team that serviced approximately 300 households and managed $230 million in assets.

Still residing in Tampa, Joe joined the Bay Point Wealth team in May 2021. He is an Associate Financial Advisor, providing analysis and support related to client planning and investment needs.

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.  

 

Certifications & Education

  • Bachelor of Science in Personal Financial Planning


Specialties

  • Financial Planning
  • Retirement Analysis