Joe Alfonso, CFP®, ChFC, EA, founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University.

Joe began practicing financial planning after a successful career in high technology sales and business development. He was widely recognized for his work as a strategic account manager for major IT companies such as Texas Instruments, Toshiba, NEC and IBM. A hallmark of his technology career was his ability to build strong partnerships based on trust earned as a result of hard work and superb customer service.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe is also a member of ACA (Alliance of Cambridge Advisors), a national organization of fee-only financial planners who follow a comprehensive approach based on the belief that true planning is an ongoing process requiring continued client engagement.

He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and yellow lab. He is active in scouting and enjoys practicing the Japanese martial art of Kendo.

Our mission is to help you identify your key life goals and the obstacles standing in the way of you achieving them. We then apply our knowledge and experience to help you knock these obstacles down, one by one. Unlike many advisors, we do not lead with solutions. We focus first and foremost on you and helping you determine what you want to achieve. The better job we do together uncovering your goals, the more naturally the solutions for realizing them will flow and the better they will fit your values and core beliefs.

All of our work with you will be centered on your priorities, not ours, and our success will be measured by how well you achieve and maintain the life you deserve.

• Loyalty. We don’t sell any financial products or receive any commissions. As a fee-only financial advisor, our only compensation is what you pay for our professional advice. Our 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 reflect your values and life goals. We focus attention on areas of your financial life that are often overlooked or ignored by other advisors.
• Access. Life is constantly changing. Our annual fee includes all of our services and also allows you to consult with us as often as necessary to address any issue impacting your financial life.
• Value for your money. We are committed to providing value that exceeds our fee and work to save you more than we charge.
• The highest professional standards. We are committed to the ACA Pledge to Clients and the NAPFA Code of Ethics — your assurance of receiving the ethical and professional treatment you deserve.