Joe Veasey - Stewardship Advisory Group

Joe Veaseycasper2024-10-09T13:00:34+00:00

Stewardship – Bio Pics-06

Joe Veasey, CKA®, CFP®, EA, CTS™

Financial Advisor and Case Planning & Tax Specialist

(352) 559-3940
(407) 470-1411
[email protected]

Joe is a Certified Kingdom Advisor (CKA®), CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and Certified Tax Specialist™ (CTS™). He has been in the industry for 9 years. He graduated from Saint Joseph’s University with a triple major in Financial Planning, Accounting, and Finance. Joe has had extensive experience in the areas of retirement planning, tax planning, estate planning, and charitable giving.

Joe believes that one of his many strengths is how analytical, thorough, and detail-oriented he is, which he feels is a definite strength when it comes to financial planning. Joe is always happy to share his assumptions, and how he has come to his conclusions, and prove them, which satisfies even the most analytical. Joe enjoys working with clients who aspire to live generously and seek to make a Kingdom impact as part of their legacy.

Joe was born and raised in New Jersey. Joe met his wife, Gospel, while living in Philadelphia. They got married in September 2020 and ended up moving down to Florida shortly thereafter in January 2021. Joe and Gospel now live in Orlando, FL. They have since found a great church family at their local church and are very involved. They enjoy traveling, going to the beach, watching crime dramas, and spending time with friends.

Schedule an Appointment

United Planners and its representatives do not provide tax services. Any such services are provided independently of United Planners.

Stewardship – Bio Pics-06

Joe Veasey, CKA®, CFP®, EA, CTS™

Financial Advisor and Case Planning & Tax Specialist

(352) 559-3940
(407) 470-1411
[email protected]

Joe is a Certified Kingdom Advisor (CKA®), CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and Certified Tax Specialist™ (CTS™). He has been in the industry for 9 years. He graduated from Saint Joseph’s University with a triple major in Financial Planning, Accounting, and Finance. Joe has had extensive experience in the areas of retirement planning, tax planning, estate planning, and charitable giving.

Joe believes that one of his many strengths is how analytical, thorough, and detail-oriented he is, which he feels is a definite strength when it comes to financial planning. Joe is always happy to share his assumptions, and how he has come to his conclusions, and prove them, which satisfies even the most analytical. Joe enjoys working with clients who aspire to live generously and seek to make a Kingdom impact as part of their legacy.

Joe was born and raised in New Jersey. Joe met his wife, Gospel, while living in Philadelphia. They got married in September 2020 and ended up moving down to Florida shortly thereafter in January 2021. Joe and Gospel now live in Orlando, FL. They have since found a great church family at their local church and are very involved. They enjoy traveling, going to the beach, watching crime dramas, and spending time with friends.

Schedule an Appointment

United Planners and its representatives do not provide tax services. Any such services are provided independently of United Planners.

86685

Check the background of your financial professional on FINRA’s BrokerCheck.

Copyright 2024 | Sharp Digital Marketing LLC.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC and United Planners Financial Services are not affiliated companies.

We are registered to conduct securities business in the states detailed here. This communication is strictly intended for individuals residing in the states listed here. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This site contains links to other third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Stewardship Advisory Group nor United Planners Financial Services have reviewed the content of, and are not responsible for the information or the results of the third-party websites. Business continuity plan available here.
United Planners’ Representatives do not provide tax or legal services.

View the qualifications and business practices of Stewardship Advisory Group, LLC here. (ADV) Stewardship Advisory Group, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. View our customer or client relationship summary here. (CRS)

Contact

Office: (407) 470-1405
Fax: (407) 470-1411
17011 SR 50 Suite 203
Clermont, FL 34711

[email protected]