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    Mr. Joseph Alfonso, CFP®

    Contact

    Aegis Financial Advisory, LLC
    http://www.aegisadvisory.com

    3689 Carman DR Ste 200a
    Lake Oswego, OR 97035-2619
    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 this link in your browser to SCHEDULE A FREE CALL to talk about your needs: https://www.timetrade.com/book/35Z11

    Year CFP® Certification Received: 2009
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: None Provided
    Languages: Japanese, Spanish, English
    Specialties: 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: Baby Boomers
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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