Joseph Alfonso, CFP®, ChFC, EA
Lake Oswego, Oregon Financial Planner

Aegis Financial Advisory is a California and Oregon Registered Investment Adviser and a financial fiduciary, putting client’s best interests first in all dealings. We are also an approved Dimensional Fund investment advisor with access to all of the institutional class mutual funds developed by Dimensional Fund Advisors.

Joe Alfonso, the firm's founder, began practicing financial planning after a successful career in high technology sales and business development. He was widely recognized for his work as a strategic account manager for major IT companies such as Texas Instruments, Toshiba, NEC and IBM. A hallmark of his technology career was his ability to build strong partnerships based on trust earned as a result of hard work and superb customer service.

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe is also a member of ACA (Alliance of Cambridge Advisors), a national organization of fee-only financial planners who follow a comprehensive approach based on the belief that true planning is an ongoing process requiring continued client engagement.

He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and yellow lab. He is active in scouting and enjoys practicing the Japanese martial art of Kendo.

Posts by Joseph Alfonso, CFP®, ChFC, EA: