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Joe’s Credentials

• Graduated S.U.N.Y. at Buffalo 1977 with high honors. (Magna Cum Laude)
• Certified Public Accountant Since 1981
• Certified in Tax Planning from AICTP
• Certified Financial Planner
• Stock Broker & Commodities Trading Advisor
• Advanced Securities Principals Licenses
• Life and Health Insurance Licenses
• Passed IRS’s Enrolled Agents Exam
• NLP – Neural Linguistic Programming Master Practitioner
• Toastmaster Gold Level
• International Business Coach Certification