Location : | Sandwich, Massachusetts, |
Specialization: | Financial Planning; Tax Preparation; Banking |
Education: |
University of San Diego Graduate School, University of San Diego, California; 1971; Bachelor's, in Finance and Banking from Suffolk University |
Industry: | |
Year of Experience : | more_than_25_years |
Biography
Joseph's first profession was in banking, but he eventually wanted another challenge and went into financial planning, and found that tax preparation was a lucrative addition especially after acquiring a practice from another accountant. He had a partner in his business at one time, and they have split into separate business amiably. Joseph is fueled by his talent for communication and his attitude. He appreciates simply being able to look forward to coming to work each day. He believes in simplicity and being honest with people. His charitable work has included fund-raising for historical preservation and other improvements for his town of Sandwich, California.