Joseph Alfonso is a CFP, ChFC-designated registered investment advisor at Aegis Financial Advisory, based in Lake Oswego, OR, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Social Security Planning Review: A one-time review of your Social Security claiming options and an assessment of optimal strategies for a flat fee of $250.
Contact
Joseph Alfonso
Location
5200 Meadows Rd, Suite 150, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aegis Financial Advisory
State Registrations2 states
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Exams
Additional Information
Financial planning is a constantly changing process, not a one time event. My approach reflects this and is comprehensive and ongoing. All of my work with you will be centered on your priorities, not mine, and our success will be measured by how well you achieve and maintain the life you deserve.