Joseph Edmondson, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

Joseph is a Financial Consultant with Capital Management Group of New York.  He has a dedicated focus in working with individuals and businesss owners to build a solid financial foundation. 

When working with clients to achieve their financial goals, Joseph embodies the belief that there are no short cuts in getting where you want to go, but, fortunately, their are paths you can follow that will lead you to your destination.

Joseph utilizes his educational and professional background, along with the resources available through Capital Management Group of New York, its affiliates, and other top financial institutions to provide the highest level of service.   He works with clients on a customized step by step planning and implementation process. 

The strategies he assists clients with  include, amongst others, the following areas:

  • Retirement: Traditional & Roth IRAs, 401K, 403B, and Pension Plans
  • Investments: Stocks, Bonds, Mutual Funds, ETFs, SMAs, and Annuities
  • Risk Management: Life Insurance, Disability Income, Long Term Care
  • College Education Funding: Coverdell ESA & 529 Plans
  • Business Planning: Employee Benefits, Deferred Compensation Plans, Group Health Insurance, Buy-Sell Agreements, Key Person Plans, Business Continuation Plans, and Executive Bonus Plans
  • Financial Statement:  Review of cash inflow, outflow, and net worth.
  • Income Tax Summary*: Estimating of impact of taxes on your savings and investment programs
  • Major Purchase Goals:  Developing understanding of your specific savings needs.
  • Estate Analysis*: Arranging for an efficient, cost-effective property transfer

Joseph maintains the following certifications/registrations:

  • CFP®, CERTIFIED FINANCIAL PLANNER™ professional
  • CPA, Certified Public Accountant
  • FINRA Registrations, Series 7 & 66
  • Life and Health Insurance Licenses

Joseph is a Summa Cum Laude graduate of the University at Albany, with a Bachelors Degree in Accounting.  Prior to joining AXA, he was an Auditor for PricewaterhouseCoopers, LLP in the Investment Management Services Group.

When he is not working with his clients, Joseph enjoys spending time with family, mentoring high school and college students, teaching financial literacy, and continuing to educate himself on all aspects of financial planning.

To learn more about Joseph and Capital Management Group of New York, he can be reached at (212) 309-9898 ext 1300, or by email at jedmondson@cmgnewyork.com.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

*AXA Advisors does not provide tax or legal advice.  Please consult your tax and/or legal advisors regarding your particular circumstances.