NAPFA: The National Association of Personal Financial Advisors

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Aegis Financial Advisory

This Office:

19925 Stevens Creek Blvd Ste 100
Cupertino, CA 95014-2384
Phone: (408) 689-8211

Other Offices:

3689 Carman Dr Ste 200A

Lake Oswego, OR 97035-2619
Phone: 503-290-1089

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Joseph Alfonso

(BA, CFP®, ChFc, EA, RICP)

This advisor specializes in the following areas of expertise:

  • Advising Employee Benefit Plan Participants
  • Helping Clients Identify & Achieve Goals
  • Ongoing Investment Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I work with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. I achieve this goal by leveraging my expertise in Social Security and retirement income planning. I am also a certified tax professional 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.

Additional Information

Financial planning is a constantly changing process, not a one time event.  My approach reflects this and is comprehensive and ongoing.  All of my work with you will be centered on your priorities, not mine, and our success will be measured by how well you achieve and maintain the life you deserve.

Click here to schedule a free phone call to discuss your needs.

NAPFA Start Date

May 12, 2006