Joseph Kabaki
Joseph Kabaki, CFP® Vice President
Jackson/Roskelley Wealth Advisors
"Doing good while doing well." - W.P. Carey
Advisors

Joseph Kabaki, CFP® Vice President, Jackson/Roskelley Wealth Advisors
CERTIFIED FINANCIAL PLANNER™ professional


Joseph has been with Jackson/Roskelley Wealth Advisors, Inc. since graduating summa cum laude from Northern Arizona University with a Bachelor’s in Business Administration. Following his studies, he’s further developed his financial acumen with his coursework in financial planning at Bryant University.

As a Certified Financial Planner™ professional, Joseph works closely with his clients through every aspect of their financial life by helping them to develop and manage financial plan, tailored to their individual goals and objectives. The planning process includes guidance on their portfolio construction and asset allocation, cash flow analysis, retirement income planning, and proactive tax management strategies. Additionally, he works as a quarterback with tax and estate planning professionals to ensure fluidity of the moving parts in all aspects of his clients’ finances.

Above all, Joseph believes that any successful client relationship originates from trust and transparency and built on a long term and devoted relationship. This is then strengthened by professional and personalized services and substantiated by an ongoing fiduciary commitment to his clients and their families.

Joseph successfully completed his Certified Financial Planner™ coursework at Bryant University and was awarded his CFP® designation through the Certified Financial Planning Board to become a Certified Financial Planner™ professional. In addition, he presently holds the Series 7 and 66 securities registrations and is a licensed life insurance agent. Joseph is an Investment Advisor Representative with Jackson/Roskelley Wealth Advisors, Inc. and separately, a registered representative of and offers securities through Raymond James Financial Services. Member FINRA/SIPC.

Joseph is a native to Arizona, residing locally in Phoenix. He is actively involved in community philanthropy as a supporter of a local organizations. When he’s not helping clients, Joseph enjoys exploring great outdoors to include fishing, snowboarding, and keeping active.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

Your Name:

Your email:

Subject:

Message:

Close