FREE
Workbook & Articles

“I craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.”

About Aegis Financial Advisory…Helping Your Realize Your Life Goals Is My Primary Concern

Joseph Alfonso, ChFC, CFP^®

Do you want to feel confident that your financial decisions will help you achieve your most cherished life goals? Would you rest easier knowing that you are doing everything you need to in order to achieve your dreams? Do you want to have more time and freedom for the things you most enjoy and that give meaning to your life? You can.

Whatever your current situation, financial decisions need to be made according to a long-term plan that reflects your life goals and personal values. I can help you make financial decisions that will insure your financial well-being today while helping you realize your dreams for tomorrow.

Hello, I'm Joe Alfonso. I am a CERTIFIED FINANCIAL PLANNER™ professional, having met the requirements for certification specified by the CFP^® Board of Standards. I am a member of The National Association of Personal Financial Advisors (NAPFA) and am a NAPFA-Registered Financial Advisor. I am also a member of the Financial Planning Association (FPA) and the Alliance of Cambridge Advisors (ACA). Aegis Financial Advisory is a California Registered Investment Adviser and a financial fiduciary, putting client’s best interests first in all dealings.

I follow a holistic, client-centered approach and craft solutions that are technically sophisticated and reflect a firm understanding of client’s key life concerns. I develop client relationships that are long-term and extend beyond the development of the initial plan. My goal is to become your “personal CFO” and to be there through all of life’s transitions, both expected and not, thereby making you truly a “client for life.”

I became a financial planner after a successful career in technology sales and business development, working for several Silicon Valley companies. I was widely recognized for my work as a strategic account manager and trusted adviser to major IT companies such as Texas Instruments, Toshiba, NEC and IBM. A hallmark of my technology career was my ability to build strong partnerships based on trust earned as a result of hard work and superb customer service.

I am a graduate of Cornell University in Ithaca, New York where I received a B.A. in Philosophy and completed the Full Year Asian Language Concentration Program (FALCON) in Japanese. I am fluent in both Japanese and Spanish. I currently live in San Jose, CA with my wife and two young sons and am active in scouting.

When you work with me, you can expect:

Straight talk. I don’t sell any financial products or receive any commissions. As a fee-only financial advisor, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a long-term strategy whose components complement each other and which reflects your objectives in furtherance of your life goals. Working with me, you will see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet or speak to me as often as is necessary to help you accomplish your financial goals.
Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you be happier with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your financial life goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.