Investment Adviser Representative
Joe Vitale is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA). As clients approach retirement, he presents new strategies to assist in meeting clients' changing circumstances. Various departments of Beacon Financial Partners provide their experience to clients to help identify the purpose of their wealth and assist in maximizing its utility to help them with their financial objectives.
His career began at Hausser + Taylor LLP where he prepared and reviewed individual, partnership, corporate, trust, gift, and estate tax returns. In addition, he advised clients on retirement planning. In 2001, Joe joined the trust tax group within National City Bank, now PNC Bank, N.A. He later moved to a Wealth Strategist position at Hawthorn, PNC Family Wealth, providing tax and financial planning advice.
Joe is a member of the Financial Planning Association, Ohio Society of CPAs, American Institute of Certified Public Accountants, and the National and Northern Ohio Planned Giving Councils. He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University, a Master of Taxation from The University of Akron, and is a CPA with the Personal Financial Specialist (PFS) designation.
*CPA services are not offered through, or supervised by Lincoln Investment or Capital Analysts.