Joseph Alfonso

Fee-only Financial Planner Retirement Planning Expert Certified Financial Plannertm Professional @Aegis Financial Advisory, Llc

Lake Oswego, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2006 — Present

Fee-only Financial Planner Retirement Planning Expert Certified Financial Plannertm Professional @Aegis Financial Advisory, Llc

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Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money.\\\\n\\\\nIn a prior career, I was a sales and business development manager at a variety of US and Japanese technology companies. My specialty was managing the business relationship with world-class Japanese OEMs. I spent the better part of a decade living and working in Japan.\\\\n\\\\nClient-Centered Planning for Life™\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

SKILLS

Licensed Tax ConsultantTax PreparationPortfolio ManagementRisk ManagementIrs Enrolled AgentRetirement PlanningCertified Financial PlannerInvestment AdvisoryFinancial PlanningEstate PlanningWealth ManagementRetirement Plan ConsultingPersonal FinanceCash Flow Management

ABOUT JOSEPH ALFONSO

I am a Fee-Only financial planner and work with pre-retiree couples and individuals to…

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Joseph Alfonso — Fee-only Financial Planner Retirement Planning Expert Certified Financial Plannertm Professional at Aegis Financial Advisory, Llc in Lake Oswego, OR, US | Unifers