FirstThursday Jacksonville Presents 21st Century Investment Strategies Thursday, August 4 – 430pm

July 29, 2016 in Uncategorized by admin

Featured speaker – Joseph J. Maltese, CFP® 
Jacksonville Urban League, 903 W. Union Street, Jacksonville, FL.
See attachment for details. RSVP Now – (904) 374-9313 or Reply to this Email.
FirstThursday Jacksonville – A New Level of Collaboration!

About Joseph J. Maltese, CFP®

Strategies individually crafted based upon your needs and your goals.

Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Life Underwriter Training Council Fellow (LUTCF)

Bachelor of Science in Financial Planning

Master of Business Administration (MBA)

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, I will first consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll offer sound recommendations to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.  I am a member of the Society of Financial Service Professionals (SFSP) and the National Association of Insurance and Financial Advisors – Jacksonville (NAIFA).

I moved to Jacksonville from Colorado in 1992 with Robin, my wife of over 38 years, and my two children, Michael, a graduate of the University of Central Florida, and Christina, a graduate of Florida State University. I fully appreciate the importance and challenges of planning and saving for education and retirement.  My family and I enjoy alpine skiing, hiking, motorcycling, camping and travel. 

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build wealth and secure financial futures.
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