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    Mr. Joseph Alfonso, CFP®


    Aegis Financial Advisory, LLC

    5200 Meadows Rd Ste 150
    Lake Oswego, OR 97035-0066
    View on Map (503) 290-1089

    19925 Stevens Creek Blvd Ste 100
    Cupertino, CA 95014-2384
    View on Map (408) 689-8211

    Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. Our goal is to help you successfully transition to a life in retirement secure in the knowledge that you will always be able to afford your chosen lifestyle. We achieve this goal by leveraging our expertise in Social Security and retirement income planning. We are also certified tax professionals and perform “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. Copy and paste the link below in your browser to SCHEDULE A FREE CALL to talk about your needs:

    Year CFP® Certification Received: 2009

    Compensation Method: Fee Only
    Minimum Investable Assets: None Provided
    Languages: Japanese, Spanish, English
    Self-disclosed Focus Areas: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning, Tax Preparation

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, Baby Boomers
    Profession: Not Applicable

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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