Joseph J. Maldonado, CPA®
Financial Consultant
jjoseph.maldonado@equitable.com
As an Equitable Advisors, LLC Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.
I am a licensed Financial Consultant professional who holds a Certified Public Accountant license, and a B.A. in Accounting. I have over twenty years experience working in the private sector as an accounting and finance manager, I help individuals and business owners pursue their financial and life planning goals by engaging in comprehensive fact-finding and problem solving. I often work with other professionals, including attorneys and accountants to help create coordinated and multi-disciplined strategies for clients. As a registered representative of Equitable Advisors, LLC I recommend and implement the following financial strategies and services where appropriate: Financial planning, life, accident and health insurance, annuities, mutual funds and college funding plans.
I earned my B.A. in Accounting from Bernard Baruch College in NYC; Hold Life / Accident / Health Insurance and Series 7 and 66 securities registration licenses in New York, New Jersey, Ohio and Florida; a CPA license in the state of New Jersey (license # 20CC03981200)
I live in Bergen County NJ and In my spare time I like to spend time with my wife and son hiking, biking and reading. I also enjoy traveling and learning about different cultures.
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