E-mail : JLBell@bfjfinancial.com
Joe is a Partner and Financial Advisor with BFJ Financial Group, and holds the Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) designations. Using his knowledge in financial planning and accounting, Joe specializes in creating tax-efficient investment strategies and wealth management solutions.
Joe is currently the President of the Financial Planning Association of Maryland, and previously served as the Co-Chairman of the chapter’s NexGen Committee.
Joe has presented at the Financial Planning Association’s National Conference, and has been quoted in Financial Advisor Magazine. He was recognized as a Maryland Five Star Wealth Manager in 2019.
Prior to joining BFJ Financial Group, Joe worked as a financial advisor at Ameriprise Financial where he helped his clients plan for financial success.
Joe earned his degree in Finance with a concentration in Financial Planning from Salisbury University, where he played football and met his wife, Sarah. They are excited to be expecting their first child in August.
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