Broker Check
Joseph P. Beck CPA, CFP.

Joseph P. Beck CPA, CFP.

Managing Member

Joseph Beck has been a New York State CPA since 1986, Securities licensed since 1999, and Insurance licensed since 2004.

His specialties include retirement plan setup and management for individuals and small businesses, as well as addressing the 8 Wealth Management Issues for comprehensive financial services.

Joseph Beck is a registered representative with the following registrations - 6, 7, 63  - and can transact business with clients in New York, New Jersey, Georgia, and California; also Joseph is insurance liscensed in New York and New Jersey. Joseph Beck is also an investment adviser agent licensed in New York, New Jersey, Connecticut, and California. 

He obtained his CFP (Certified Financial Planner) license in 2016.