Joseph Alfonso (BA, CFP®, ChFC®, EA, RICP®, RSSA®)

Joseph Alfonso focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing 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.


NAPFA Start Date

May 12, 2006


This Office

5200 Meadows Rd Ste 150 Lake Oswego, OR 97035-0066 Phone: (503) 290-1089 Fax: (503) 290-1089

Other Offices

10080 N. Wolfe Road Suite SW3-200 Cupertino, CA 95014-2384 Phone: (408) 689-8211 Fax: (408) 689-8211