Joseph Alfonso's Location
Lake Oswego, OR, US
Joseph Alfonso's Work
Joseph Alfonso's Education
The American College of Financial Services
ChFC, CFP(R) Certificate, RICP (Comprehensive Financial Planning)
2005 - 2009
Cornell University
BA (Philosophy)
1977 - 1981
NARSSA
RSSA (Social Security Planning)
2022
Joseph Alfonso's Skills
Joseph Alfonso's Summary
Joseph Alfonso, based in Lake Oswego, OR, US, is currently a Fee-Only Financial Planner | Retirement Planning Expert | CERTIFIED FINANCIAL PLANNER™ professional at Aegis Financial Advisory, LLC, bringing experience from previous roles at Clark College. Joseph Alfonso holds a 2005 - 2009 ChFC, CFP(R) Certificate, RICP in Comprehensive Financial Planning @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Financial Advisory, Social Security, Certified Financial, Planning and more, Joseph Alfonso contributes valuable insights to the industry. Joseph Alfonso has 1 email and 2 mobile phone numbers on RocketReach.