Joseph G. Hodakowski, CPA, PFS
Specializes in helping individuals, families and business owners plan for retirement using tax smart investment strategies.
Joseph G. Hodakowski, CPA, PFS
Joe works with clients to make good financial decisions and reach their goals using over 20 years of investment, tax and accounting experience. He specializes in helping individuals, families and business owners analyze their investments and plan for retirement using tax smart investment strategies.
Joe believes in comprehensive financial planning that that involves cash flow projections, risk management, estate planning, retirement planning, investment planning and business succession using tax efficient strategies.
Joe graduated from Gettysburg College, has a Masters degree from Seton Hall University, is a Certified Public Accountant and Personal Financial Specialist. He holds a FINRA Series 7, FINRA Series 66 New Jersey Accident & Health Insurance, Life Insurance, Variable Life and Variable Annuity Insurance designations.
Professional Designations:
- Certified Public Accountant
- Series 7 & 66 License
- Personal Financial Specialist
- Accident & Health Insurance
- Life Insurance
- Variable & Variable Annuity
Education:
- Gettysburg College, Bachelor of Science in Accounting & Finance
- Seton Hall University, Masters in Taxation
Memberships:
- American Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accountants
- Entrepreneurs Organization
