Joseph Alfonso, CFP®, ChFC Aegis Financial Advisory

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About Joseph Alfonso, CFP®, ChFC, EA, RICP®

Joseph Alfonso, CFP®, ChFC®, EA, RICP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University.

Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement.

He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

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Ideal Clients

  • Baby Boomers
  • Holistic Financial Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1500+/qtr
  • Flat Fee: $6000+/engagement

SEC Records

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