Joe’s Credentials

During my career, I have obtained the following degrees, licenses, and credentials.

  • Graduated Magna Cum Laude (High Honors) in accounting from S.U.N.Y at Buffalo, N.Y.
  • CPA – Certified Public Accountant since 1980
  • CFP – Certified Financial Planner
  • Stock Broker
  • CTA – Commodity Trading Advisor
  •  

    Financial Broker licenses such as:

  • Investment Advisor
  • General and financial principal
  • Numerous financial courses including any IRS matters topics I can find.
  •  

    The following has been obtained since the early 2000’s:

  • EST Training -Now landmark education, including various seminars on life coaching and training
  • Toastmasters Gold (Highest Level)
  • NLP (Neural linguistics programming) practitioner. That is what Tony Robbins practices.
  • Course in Miracles
  • Reality Transurfing
  • Rotary International Member
  •  

    Since the early 2000’s, my life’s work has been helping many companies, organizations, and people take control of their life through examining and achieving what they want in their business and personal life.

    “If you’re not in control, someone else is!”

    If you have a business, I can help you manage it, while not being a victim of the IRS, your customers, or yourself. Then the fun starts. Call me at 713-774-4467 and let’s discuss what is possible.