Hey I'm Joe...
Since I was in grade school, I have always experienced satisfaction helping people. In college, I tutored a Catholic school teacher with calculus. She was going to fail math and consequently would not be able to get her license to teach in public schools. On the final exam, I got a 94 and she got a 97. I was a bit jealous until I realized that the 97 was my accomplishment also.
To this day my greatest fulfillment is helping people to be victors, not victims.
Credentials
- Graduated S.U.N.Y. at Buffalo 1977 with high honors. (Magna Cum Laude)
- Certified Public Accountant Since 1981
- Certified Financial Planner
- Stock Broker & Commodities Trading Advisor
- Advanced Securities Principals Licenses
- Life and Health Insurance Licenses
- Passed IRS’s Enrolled Agents Exam
- NLP - Neural Linguistic Programming Master Practitioner
- Toastmaster Gold Level
- International Business Coach Certification
- Certified in Tax Planning from AICTP