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

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Wealth Advisor

Address: 982 Montauk Highway, Suite 4, Bayport, NY 11705
Phone: 631-714-6869
Featured In:

  • US News
  • Forbes
  • MSN Money
  • Investment
  • Huffington Post
  • Money
  • Go Banking
  • Yahoo! Finance
Joseph A. Carbone, Jr., is a wealth advisor and managing partner of Focus Planning Group. He has over 18 years’ experience in the wealth management industry.  Joseph holds a bachelor’s degree in finance from Dowling College and obtained the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.

He is regularly featured in top publications such as Forbes, U.S. News, CNBC, Yahoo Finance, Money Magazine, The Huffington Post, plus many more. Click here to view his Media Page.

Joseph is 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.

He resides in Bayport, NY with his wife Michelle, his daughter Juliette, and their dog Luna. He and his Daughter Juliette love all things Star Wars, and their favorite character is Ahsoka Tano. He and his wife Michelle especially enjoy furniture shopping at ABC Home Store in New York City.

He enjoys listening to music, live concerts, audiophile stereo equipment, and is an avid baseball fan.  If you speak with Joe long enough he will tell you, nothing sounds better than playing a blues vinyl record on tube stereo equipment, and nothing makes him happier than finding a new great pizza place.  The best pizza he has ever eaten was Da Michele’s in Naples, Italy.

Getting to know Joseph

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