Joseph Alfonso, CFP®, ChFC, EA, RICP, RSSA®


Aegis Financial Advisory, LLC
5200 Mdws Rd Ste 150
Lake Oswego, OR 97035, US


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Professional Profile

Joe Alfonso, CFP®, ChFC, EA, RICP, RSSA® is a Fee-Only financial planner and owner of Aegis Financial Advisory, an advisory firm in Lake Oswego, Oregon.

Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will be able to afford their chosen lifestyle.  Joe specializes in Social Security and retirement income planning.  Joe is also a certified tax professional and performs “tax-aware” planning to save clients money at every opportunity. Joe believes that tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing spendable retirement income.

Joe is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

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