Mr. Bonfiglio is qualified to offer planning assistance for many different financial needs outside of investments, insurance or taxes.
HOLMDEL, NJ, November 17, 2017 /24-7PressRelease/ -- Joseph Bonfiglio has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
As a certified financial planner practitioner, Mr. Bonfiglio has been providing a variety of financial advisement services since establishing his career in 1979. Highly renowned for his professionalism and reputation in the field, he demonstrates integrity and acts in the best interest of his clients at all times. In his line of work, Mr. Bonfiglio is qualified to offer planning assistance for many different financial needs outside of investments, insurance or taxes. When asked of his drive and motivation to be successful, he notes that the only way to help someone reach their financial goals as efficiently as possible is to know exactly what the implications of all types of financial needs are.
Today, Mr. Bonfiglio excels as a consultant for his independent planning firm based in Holmdel, NJ. Having been an entrepreneur since 1992, he has made a name for himself through his work with professional memberships and by earning referrals from satisfied clients. Mr. Bonfiglio is distinguished as a CFP certificant in good standing with the CFP Board of Standards and is a member of the National Association of Tax Professionals, and American Association of Petroleum Geologists.
Before establishing himself professionally, Mr. Bonfiglio prepared for his career by investing his time into his academics. After earning a Bachelor of Science from the City College of New York in 1979, he pursued and achieved a Master of Science from the University of Houston. In 1990, Mr. Bonfiglio topped off his academic achievements by obtaining a Master of Business Administration in investments and finance from the University of Houston. To further support his career aspirations, he earned certifications as a Charter Life Underwriter and an Enrolled Agent.
He also holds security licenses in Connecticut, Florida, Massachusetts, Michigan, New Jersey, New York, Pennsylvania and Texas, as well as Investment Advisor Representative Licenses in California, Connecticut, Florida, Massachusetts, Michigan, North Carolina, New Jersey, Pennsylvania, Texas and Vermont.
In recognition of his professional excellence over nearly 25 years, Mr. Bonfiglio was named among the Top Wealth Managers of New Jersey by NJ Monthly Magazine. Looking to the future, Mr. Bonfiglio intends to continue in his work as a certified financial planner while taking on new opportunities as they arise.
About Marquis Who's Who :
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America , Marquis Who's Who has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis publications may be visited at the official Marquis Who's Who website at www.marquiswhoswho.com.
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