25 YEARS OF TAX AND FINANCIAL EXPERIENCE

Joseph Vecchio, CPA, CFP®, MBA

Joe believes that people are being exploited by financial salespeople who are merely motivated by quotas, product sales and commission-based income! Shore Financial Planning was founded to provide peace of mind through conflict-free, value-added advice.

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions.

Joe started his career in public accounting where he established a solid accounting foundation. As a full-time professional trader he has cemented his belief in the efficient market theory and the futility behind stock picking strategies. He has strategically forecasted and adapted to tremendous regulatory, technological and competitive pressures on a pro-active level to achieve a competitive advantage for over two decades.

Joe was introduced to fee-only, tax-focused comprehensive financial planning in 2001 when he retained an ACP planner for his personal finances. Joseph was enlightened by the value that it brought to his financial and personal well-being. His experience as a tax professional, financial market expert and small businessman have inspired him to serve as your personal financial bodyguard against threats, debts and the IRS.

Joseph holds a Master of Business Administration (MBA) from Montclair State University. Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field Joseph was a two year captain for the Muhlenberg College Football Team, as well as a two year All-American football player.

Joe resides in Monmouth Beach, NJ with his wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. He enjoys striper fishing, Texas Hold-Em, college football, and caring for his saltwater reef aquarium and koi pond.

While Working Together, You Can Expect:

Value for Your Money
We are committed to providing value that exceeds our fee. Doesn’t it make sense that your financial advisor should work to save you more than he or she charges?
Unlimited Access
Life is constantly changing. We can meet as often as necessary. What’s most important is securing your financial well-being regardless of the number of times it takes for us to meet.
The Highest Professional Standards
As a Certified Public Accountant and Certified Financial Planner™, we are devoted to working at the highest level of ethical, professional, and fiduciary standards.
Straight Talk
What you’ll always get from us is the truth. As good, or sometimes difficult, as that might be, having the right information to make informed decisions usually leads to financial success.

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