Joe started working with AVZ Wealth Management in 2007, already working with clients at AVZ & Co., P.C. since 1984, and has continued to assist clients and help make a positive difference in their lives as a CPA partner and financial advisor. With his years of experience and technical knowledge, Joe can advise clients on their entire financial situation, including the tax impact of big financial decisions. He has passed the FINRA Series 7 and Series 66 exams, as well as the New York State Life and Health Insurance exam. He graduated with a Bachelor of Business Administration from Hofstra University in 1984.
Get to know Joe—
Why did you get involved in financial services?
I like to assist my clients and help make a positive difference in their lives.
What would your clients say about you?
I’m here for them. I am available to talk and always take care of what they need in a timely manner.
Where were you born?
Tell us about your family.
My wife, Lisa and I have two children, Alex and Julianne. We also have two dogs.
What are your hobbies and interests?
I love to travel and watch sports, especially soccer. Cristiano Ronaldo is my favorite player.