Joseph Marques (CFP®)

Joseph Marques focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
We specialize in providing financial planning and investment
management for professional women and their families. We also work particularly
well with college and university professors, physicians, and upper level
administrators.
Additional Information
I received my bachelor's degree from Virginia Tech. I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA). I enjoy helping clients identify their financial goals and understand their financial trade-offs. I strive to provide clients with the necessary information and guidance for them to make confident financial decisions.NAPFA Start Date
April 16, 2014