Joseph Bonfiglio, a certified financial planner from Holmdel, New Jersey, has been included in Marquis Who’s Who. The listing was announced on November 17, 2017. Marquis picks its profiles based on current reference value, which means it weighs position, accomplishments, visibility and prominence in a field.
Bonfiglio has worked in financial advice since 1979. He has run his own independent planning firm in Holmdel and has been an entrepreneur since 1992. The release says he stands out for integrity and ethical treatment of clients, and that he acts in their best interest at all times.
His work goes beyond investments, insurance or taxes. In his view, a planner can only help clients reach their goals efficiently after understanding how every kind of financial need affects the others. Over the years he has built his reputation through referrals and professional memberships.
Bonfiglio is a CFP certificant in good standing with the CFP Board of Standards. He also holds the Chartered Life Underwriter and Enrolled Agent designations. He belongs to the National Association of Tax Professionals and also to the American Association of Petroleum Geologists.
He earned a Bachelor of Science at the City College of New York in 1979. Later he completed a Master of Science at the University of Houston, followed by an MBA in investments and finance there in 1990.
He holds securities licenses in Connecticut, Florida, Massachusetts, Michigan, New Jersey, New York, Pennsylvania and Texas. He is also licensed as an investment advisor representative in ten states, from California to Vermont. NJ Monthly Magazine has named him among the top wealth managers in New Jersey, citing nearly 25 years of work. Looking ahead, he plans to keep practicing as a planner and take on new opportunities as they come.