Joseph A. Garafano, CFP^® – Joe began his career in income tax preparation in 1983 as an income tax preparer with H & R Block.  Through his early education in income tax preparation and continued work with diverse clients, Joe developed his skills and ability to assess complex income tax situations, delivering the best value to his clients.  After a few years, Joe felt that he could provide a more personalized service to clients if he had his own firm, and he started Garafano Tax Services in 1987.  To stay abreast of changes and continue learning about income tax preparation, Joe continued working with larger tax firms, teaching their income tax preparation classes each fall.

While building his income tax preparation business, Joe also continued his education with the College of Financial Planning, earning his Certification as a Financial Planner (CFP^®) in 1994. CFP^® is a distinguished designation, which means that in addition to obtaining the appropriate licenses to practice financial planning, he has completed a rigorous certification process meeting necessary education, experience, and ethical requirements to be recognized by the Certified Financial Planner Board of Standards, Inc. as such.

Through his in-depth knowledge and experience with individuals and small business owners for complex income tax preparation, Joe found he could also provide guidance to his clients on financial planning and investing, and expanded his income tax preparation business to include financial planning.

Garafano Wealth & Tax Management, LLC has successfully provided financial planning and tax preparation services to its clients for over 40 years, growing its client base to more than 500 individuals, families, and small businesses.

Joe and his wife, June, currently reside just outside Marlton, NJ, near our office, and have two children.  When not working with his clients or developing the business, Joe likes to spend his time supporting his daughters’ dance, music, and sports activities, rooting for his favorite Philadelphia sports teams, the Eagles, Flyers, and Phillies, and participating in community activities like the Walk to End Alzheimer’s and Woofstock.

[content_block id=566 slug=broker-check-for-internal-page]