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Joe Sallee | Financial Advisor

Profile img for Joe Sallee, financial advisor at Bay Capital Advisors, LLC
Virginia Beach, VA
Joe Sallee
Financial Advisor
Bay Capital Advisors, LLC

Verified Identity

Important Disclosures

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 Management, and a Bachelor's of Science in Physics. Joe is active in the community having served on several non-profit boards most recently with the local United Way's Community Investment Committee.
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Specialties and Expertise

7
Cash Flow Analysis
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction

Clientele

9
Inheritors
Parents of Special Needs Children
Retirees
Tech Employees
Corporate Executives
Surviving Spouses
High Net Worth Individuals
Businesswomen
Veterans & Active Duty Military

Credentials and Designations

1
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Certified Financial Planner™

Education

2
North Carolina State UniversityMaster of Science in ManagementYear Obtained: 1996
University of Oklahoma – Norman, OklahomaBachelor of Science in PhysicsYear Obtained: 1990
Quick Facts About Joe
Years of Experience:10 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Virginia Beach, VA
Joe Sallee
Financial Advisor
Bay Capital Advisors, LLC
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