Joseph Vecchio, CFP®, CPA Shore Financial Planning

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About Joseph Vecchio, CFP®, CPA, MBA

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions.

Joe started his career in public accounting where he established a solid accounting foundation. As a full-time professional trader, he has cemented his belief in the efficient market theory and the futility behind stock-picking strategies. He has strategically forecasted and adapted to tremendous regulatory, technological and competitive pressures on a pro-active level to achieve a competitive advantage for over two decades.

Joe was introduced to fee-only, tax-focused comprehensive financial planning in 2000 when he retained a fee-only financial planner for his personal finances. Joseph was enlightened by the value that it brought to his financial and personal well-being. His experience as a tax professional, financial market expert and small businessman has inspired him to serve as your personal financial bodyguard against threats, debts and the IRS.

Joseph holds a Master of Business Administration (MBA) from Montclair State University. Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field, Joseph was a two-year captain for the Muhlenberg College Football Team, as well as a two year All-American football player.

Joe resides in Monmouth Beach, NJ with his wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. He enjoys striper fishing, Texas Hold-Em, college football, and caring for his saltwater reef aquarium and koi pond.

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Ideal Clients

  • Family Financial Planning
  • Gen X
  • Holistic Financial Planning
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options:

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3,000+/engagement

SEC Records

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