Joe Bonaccorsy has developed a specialty in working with corporate retirement plans, business executives, federal employees and other individuals that want to maximize their retirement and investment accounts as well as preserve their estates. A Registered Investment Advisor and Certified Financial Planner®, Joe has been recognized by Consumers Research Council as one of America's Top Financial Planners. A principal architect of The Prudent Optimization Process™, designed to enhance retirement through unique and sensible strategies, Joe has helped create a system utilized by other top advisors across the country. Joe is a frequent speaker on retirement and estate planning for both government agencies and corporations. Joe received his BA and graduated Magna Cum Laude from American Intercontinental University and Financial Planning Certificate from Florida Tech University.
As a fiduciary, Joe helps his clients set a clear and realistic path toward meeting their goals while optimizing their investments. Joe believes that his ability to provide his clients with quality financial planning advice and service is dependent on developing strong, trusting and lasting relationships. Providing his clients with choices and alternatives when providing strategies to help meet their financial needs and goals has been the driving force behind his career as a financial advisor.
Joe resides in Maryland with his wife Angela and their two sons Nicholas and Anthony. In his free time, Joe enjoys golfing, umpiring, coaching travel league baseball, and spending time with his family.