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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joseph J. Maltese, CFP®

Financial Professional

(904) 737-9166

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build wealth and financial independence.

To stay on top of my field and develop my professional skills, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Life Underwriter Training Council Fellow (LUTCF)
Bachelor of Science in Financial Planning
Master of Business Administration (MBA)

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, I will first consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you achieve your goals. Then I'll offer sound recommendations to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. I am a member of the Society of Financial Service Professionals (SFSP) and the National Association of Insurance and Financial Advisors - Jacksonville (NAIFA).

I moved to Jacksonville from Colorado in 1992 with Robin, my wife of over 46 years, and my two children, Michael, a graduate of the University of Central Florida, and Christina, a graduate of Florida State University. I fully appreciate the importance and challenges of planning and saving for education and retirement. My family and I enjoy alpine skiing, hiking, motorcycling, camping and travel.

CFP®, Certified Financial Planner™ and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements