Joe Vidueira

Chief Economist, Eagle Harbor Advisors

Role: Partner Chief Economist and Retirement Plan Director (Cpfa) at Eagle Harbor Advisors
Location: Boca Raton, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joe Vidueira

My early interest in public policy, economics, finance and the factors that drive…

Experience

Partner Chief Economist and Retirement Plan Director (Cpfa)
Eagle Harbor Advisors
Aug 2022 — Present · Boca Raton, FL, US
I help individuals and businesses protect and grow their assets, utilizing technical and fundamental market and securities analysis, as well as my knowledge of economics; and I help them plan for their future needs as well as the achievement of their top goals by utilizing advanced financial planning software.I am a Certified Retirement Plan Fiduciary Advisor, or CPFA®, and hold a master\'s degree in economics (Austrian School); and my team includes a Certified Financial Planner®, a Chartered Financial Analyst® and a 401(k) specialist, or C(k)P®. I also contribute regularly to my firm\'s newsletter, the SATURDAY MORNING POST, which I edit; as well posts, videos and articles on Twitter (X) and other media outlets.

Education

University of Miami
Bachelor's Degree
Mises Graduate School
Master's degree, Mises Institute
2020 — 2023

Contact information

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Work email
•••••@eagleharboradvisors.com
Personal email
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Current company

Eagle Harbor Advisors

Financial Services · 8 employees · Boca Raton, Florida, United States

Eagle Harbor Advisors was created with one goal in mind. To provide personalized, unparalleled Financial Planning and Wealth Management for our family of clients. Based on the guiding principles of expertise, accountability and caring, we are driven by a desire to make a difference in the outcomes of the lives of those who have entrusted us with one of the most important aspects of their lives. With decades of experience in wealth management and investment expertise, we continue to seek ways to enhance the service and value we bring to our clients. A personal relationship is key and our clients are first priority. We collaborate with you to identify your wealth management challenges and aspirations to create unique, tailored business solutions. Implementation is only the beginning of the journey as we pave the way to achieve each of your financial goals. Our advisors are fiduciaries, putting their client\'s interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the client\'s best interest. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Eagle Harbor Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Eagle Harbor Advisors and Kestra IS are not affiliated. finra.org/sipc.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state or through every advisor listed. Neither Kestra IS nor Kestra PWS provides legal or tax advice. For additional information, please contact our Compliance Department at 84••••••72.

eagleharboradvisors.com

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About Joe Vidueira

Experience

Partner Chief Economist and Retirement Plan Director (Cpfa)

Education

University of Miami

Mises Graduate School

Find verified contacts for anyone on LinkedIn