Joseph Vecchio, CPA, CFP®, MBA
I’m Joseph Vecchio, founder of Shore Financial Planning, a fee-only financial planning firm based in New Jersey.
Shore Financial Planning was founded because the financial-advising industry is broken. I believe that my service should be completely in your best interest, not mine! My years on Wall Street have proven to me that financial salespeople are merely motivated by quotas, product sales, and commission-based income, and are a danger to your financial well-being.
I take pride in protecting people from financial predators and helping them make smart financial decisions. I provide peace of mind through conflict-free, value-added financial, and tax advice.
I reside in Monmouth Beach, NJ with my wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. I enjoy striper fishing, Texas Hold-Em, college football, and caring for my saltwater reef aquarium and koi pond. I am an active member of my church, serve on the local board of education, and provide pro bono financial and tax services to people in need.
I have dedicated my professional career to the finance and accounting professions for the past 25 years, continually enhancing my skills and credentials through rigorous ongoing continuing education. I am an active Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) professional.
I completed my Masters of Business Administration (MBA) from Montclair State University while working, and earned high honors academically, athletically, and professionally; consistently throughout my career:
- Graduated Magna Cumme Laude: High Honors
- Omicron Delta Epsilon-The International Honor Society for Economics
- Beta Gamma Sigma-The International Business Honor Society
- 2-year captain for the Muhlenberg College Football Team
- 2 Time All-American football player