Joseph A. Carbone, Jr., CFP®, AIF®, AAMS®

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Hello, my name is Joe. Most people call me Joe, except my mother and father — they call me Joseph. So you can call me Joe unless you want to yell at me about something, then call me Joseph. 🙂

I love helping people whether it’s during my day job as a CERTIFIED FINANCIAL PLANNER™ professional, helping a friend pick out a turntable, or helping my daughter with her Common Core math homework — on second thought, erase that last one. I love doing those first two things.

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I am the founder of Focus Planning Group. I have over 18 years’ experience in the wealth management industry.  I hold a bachelor’s degree in finance from Dowling College and obtained the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.

Not to brag, but I am regularly featured in top publications such as Forbes, U.S. News, CNBC, Yahoo Finance, Money Magazine, The Huffington Post, plus many more. I am also a regular contributor to U.S. News’s popular On Retirement Blog. Click here to view our Media Page.  Ok, so maybe I am bragging just a little.

I am also the founder and author of the popular Social Security Teacher blog. The blog is designed to teach you how to make smart decisions about one of the most important financial decisions of your life and take control over your Social Security benefits.

I reside in Bayport, NY with my wife Michelle, my daughter Juliette, and my dog Luna. My Daughter Juliette and I love all things Star Wars, and our favorite character is Ahsoka Tano. My wife Michelle and I especially enjoy furniture shopping at ABC Home Store in New York City.

I love listening to records on my vintage stereo system, attending live concerts, audiophile stereo equipment, grilling on my Big Green Egg, and I am huge baseball fan.  If you speak with me long enough I will probably tell you, nothing sounds better than playing a blues vinyl record on tube stereo equipment, and nothing makes me happier than finding a new great pizza place.  The best pizza I have ever eaten was Da Michele’s in Naples, Italy.

Getting To Know Me Better

Favorite Food: Pizza, Burgers, and Pasta

Favorite Quotes: “The time to repair the roof is when the sun is shining” John F. Kennedy

“Well the blues had a baby and they named the baby rock and roll” Mckinley Morganfield a.k.a Muddy Waters

Favorite Holiday: July 4th (My daughter was born on this day)

Favorite Artists: Otis Redding, B.B King, Howlin’ Wolf, The Doors, The White Stripes, Audisoslave, Pearl Jam, Ray LaMontagne, Muddy Waters, Son House

Favorite TV Shows: Seinfield, That 70’s Show, Smallville, The Wire, Sons of Anarchy, Arrested Development, Mad Men, The Office, Curb Your Enthusiasm, Breaking Bad, Friday Night Lights, Justified, Rescue Me, Parks and Recreation

Favorite Movies: Gladiator, Rocky (Film Series), Star Wars Trilogy, Schindlers List, A Beautiful Mind, Braveheart

If Joseph could meet anyone, past or present, it would be: Abraham Lincoln and Jack White

Biggest Professional Accomplishment: Obtaining the Certified Financial Planner™ Designation

Biggest Personal Accomplishment: My wife agreeing to marry me and the birth of our daughter