Joseph Vecchio (CFP®, CPA®, MBA)

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

  • Business Owners
  • College/Education Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

Integrated financial planning…

All the pieces of your financial life are related. You can’t decide about one without it impacting another. Helping you see the big picture, we work with ALL areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.

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.

Shore Financial Planning offers fee-only financial advice. Fee-only means we provide advice for a fee. We do not receive any other form of compensation. We do not sell products, earn commissions, have quotas or receive kickbacks.

Additional Information

Shore Financial firmly believes that many people are being exploited and neglected 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 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.

NAPFA Start Date

February 15, 2019

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This Office

29 Beach Road Suite 206 Monmouth Beach, NJ 07750-1320 Phone: (732) 704-8982