Joseph Badessa, CFP

Joseph Badessa has over 30 years of experience in the insurance industry and in financial services.

Joe is a CERTIFIED FINANCIAL PLANNER with extensive experience in all aspects of Financial Planning which includes tax, investment, insurance, estate/trust and retirement planning.  Additionally, Joe is an elder-care consultant, providing guidance to seniors in the areas of Medicare, Social Security, Prescription Drug Programs and Long Term Care and is certified as an enrollment agent for the Federal Exchange Marketplace under the Affordable Care Act in the state of Florida.  Also, for small and mid-sized businesses, Joe designs customized insurance plans that benefit both the employer and employee.

Joe’s objective at JBL Financials Services is to minimize risk through the placement of proper insurance programs and maximize financial assets both pre and post retirement...... and ultimately to future generations.  Joe feels cash flow management and proper planning are the crucial elements of any financial plan; he is skilled at navigating through the complexity of all these issues and helping you construct the foundation on which to build a secure financial future.