Our Qualifications Joe Maltese is a member of Society of Financial Service Professionals, and the Jacksonville Association of Insurance and Financial Advisors. Mr. Maltese is a well-respected planner with knowledge of a wide range of financial subjects.Mr. Maltese specializes in the advanced planning arena with an emphasis on tax efficient* strategies for individuals and business owners, as well as estate planning and business continuity strategies.*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.