Joseph E. Vecchio
SHORE FINANCIAL PLANNING
Monmouth Beach, NJ 07750-1363
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CRD#: 2979722
Professional summary
Joseph Edward Vecchio, CFP® is a registered financial advisor currently at SHORE FINANCIAL PLANNING located in Monmouth Beach, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Joseph has worked at 6 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 27 and Series 24 exams.
Biography
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.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Vecchio is the Managing Member/CCO/IAR of Shore Financial Planning, LLC
15 Borden Street Monmouth Beach, NJ 07750
Shore Financial Planning, LLC (SFP) is a tax-focused, fee-only comprehensive financial planning firm that specializes in providing personalized, confidential financial planning and tax preparation services to individuals. SFP serves as a fiduciary, providing clients with the means to identify their personal financial objectives and find solutions to their financial problem areas by designing and simplifying their cash flow, performing tax planning and individual tax preparation, advising on financial risk and investment allocations, and providing retirement planning and insurance planning. All services are tailored to the client's unique objectives. SFP does not sell insurance or investment products, nor does it accept commissions as a result of any product recommendations.
Start Date is January 2019. I devote approximately 20 hours per month, none during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Edward Vecchio's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
February 8, 2019 - Present
SHORE FINANCIAL PLANNING
Office #1: 29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363RIA
CRD#: 299824
Monmouth Beach, NJ
Past
October 12, 2023 - July 24, 2024
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Monmouth Beach, NJ
Past
August 5, 2002 - December 12, 2019
BILTMORE INTERNATIONAL CORPORATION
BD
CRD#: 21163
EDISON, NJ
Past
September 10, 2001 - June 26, 2002
OSCAR GRUSS & SON INCORPORATED
BD
CRD#: 2091
NEW YORK, NY
Past
March 28, 2001 - June 13, 2001
FORGE FINANCIAL GROUP, INC.
BD
CRD#: 100020
BOCA RATON, FL
Past
January 1, 1998 - March 9, 2001
HILL THOMPSON MAGID & CO., INC.
BD
CRD#: 2202
JERSEY CITY, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/8/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/30/1998
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SHORE FINANCIAL PLANNING
FIDUCIARY RETIREMENT SERVICES | ZERO TAX ADVISORY | SHORE FINANCIAL PLANNING, LLC | SHORE FINANCIAL PLANNING | SHORE ALTERNATIVE WEALTH
CRD#: 299824 / SEC#:
New Jersey
Registered Investment Advisory firm - (2/8/2019 Approved)New York
Registered Investment Advisory firm - (1/22/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363
Mailing Address
Phone number
(732) 704-8982
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 253 |
| AUM (Assets Under Management) | $ 44,138,084 |
Red Flags
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Company Information
SHORE FINANCIAL PLANNING
CRD#: 299824Monmouth Beach, NJ 07750-1363TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
