Joe Sallee

Virginia Beach, VA

Verified Identity

Bay Capital Advisors, LLC

Years of Experience

10 years

Member Since

2022

Allow Me to Introduce Myself

Joe is a fee-only financial advisor. He is a Navy veteran who served throughout the United States and overseas. He has been designated a CERTIFIED FINANCIAL PLANNERª professional by the College of Financial Planning and has earned Master's of Science Degrees in National Security Strategies and Manag...

Clientele

Inheritors

Parents of Special Needs Children

Retirees

Tech Employees

Corporate Executives

Surviving Spouses

High Net Worth Individuals

Businesswomen

Veterans & Active Duty Military

Services Provided

Investment Management

Tax Planning

Financial Planning

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Philanthropic Planning and Giving

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

North Carolina State University

Master of Science in Management

Obtained in 1996

University of Oklahoma – Norman, Oklahoma

Bachelor of Science in Physics

Obtained in 1990

Disclosures and Proof of License

SEC Profile

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