The Pros and Cons of Banking Your Money
Joe was born and raised in Tampa, Florida and attended Jesuit High School. It was there that he developed a passion for academics, athletics, and service.
Later, he attended the University of Florida where he majored in Philosophy and minored in Business. After, he decided to see how the other half lives by earning his Juris Doctorate at FSU where he developed a fascination with business and insurance law. Not content with 2 degrees, Joe attended the University of Tampa business school where he earned his MBA and Masters in Finance. He also became Vice President of the business school, organizing events and planning charitable activities.
Joe is an avid reader, loving all kinds of books but especially Stephen King. He is a fanatic for the Tampa Bay Lightning, Rays, Bucs, and Florida Gators. He spends as much time as possible with the best parts of his life; his wife, Carolina (pronounced Caroleena), daughter, Sara, and dog, Bronn. He also enjoys video games and coaching wrestling.
INTRODUCING THE LIVING BALANCE SHEET®
The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals.
| GET ORGANIZEDKeeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe. The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your: ■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■
With all accounts and values in one location, you always know what you have and what you’re worth. |
The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian. Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.