Joseph Jacques, CPA, CFP™
Joseph W. Jacques, Certified Public Accountant, Certified Financial Planner™, Personal Financial Specialist, Chartered Financial Consultant, Registered Financial Consultant®, and Chartered Life Underwriter is a registered principal of Jacques Financial, LLC (member FINRA/SIPC). Joseph is the owner and operator of Jacques Financial, LLC (member FINRA/SIPC), Jacques & Associates Certified Public Accountants LLC, and Jacques Advisors, LLC. Joseph offers financial planning through Jacques Advisors, LLC, and serves clients locally, nationally and worldwide.
As a Certified Public Accountant and Certified Financial Planner™, Joseph has successfully met the tax planning, tax preparation and financial planning objectives of individuals and families since 1979. Utilizing robust and creative financial planning methodologies, with ongoing evaluations, Jacques Financial, LLC promotes its clients’ financial objectives of wealth creations, savings growth, retirement funding, and education needs. To achieve these goals, Jacques Financial, LLC offers a variety of sound financial products such as certificates of deposit, mutual funds, bonds, tax deferred investments, and tax advantaged college savings plans. In addition, the firm offers counseling in financial risk management and well established vehicles for long term care, disability, and life insurance.
Recognized as both an expert financial advisor and income tax specialist, Joseph is consistently named in the leading financial periodical, Barron’s, as one of America’s top 100 independent financial advisors. Joseph has appeared as an income tax expert nationally on Nightline and CNN, and locally on Channel 9 and Fox 5. Respected for his objectivity and thoroughness, he was even appointed on a Joint U.S. Senate and House Judiciary Committee to lead a financial investigation for the United States Congress.
Joseph maintains memberships in The American Institute of CPAs, Maryland Associate of CPAs, and International Association of Registered Financial Consultants.