Joseph Greco is a CPA, CFP®, CFE. He graduated from Pace University’s Lubin School of Business in 2005 with a BBA in Accounting and became a Certified Public Accountant the following year in New York.
As a Certified Public Accountant licensed in Florida and New York as well as a Certified Financial Planner, Joseph has extensive experience in tax and financial planning. Joseph was the CFO for a family business from 2000 to 2015. He worked with clients in all areas of their business including tax planning, tax preparation, retirement planning, and insurance planning.
Due to this experience, Joseph understands the dynamics of a family business as well as the different strategies used to accumulate wealth for a family unit including businesses and real estate.
In 2015 Joseph moved to Florida where he now resides in Port St. Lucie with his wife and two young children.