Joe Bonfiglio, CFP is a Holmdel, New Jersey tax and financial planning professional serving business owners, professionals, and families. His listed services include tax planning and tax services, with source materials also describing work around retirement planning, wealth management, investment management, insurance, and estate planning.

The profile facts list credentials including EA, Certified Financial Planner, and Chartered Life Underwriter, along with over 25 years of experience. His practice is presented as planning-focused, with strategies tailored to client needs and goals across financial transitions.

Source materials note service to clients in New Jersey and other U.S. states, including New York, Florida, Pennsylvania, Texas, North Carolina, South Carolina, and the upper Midwest.