Joe Sallee
Virginia Beach, VA
Verified Identity
Financial Advisor at
Bay Capital Advisors
Years of Experience
11 years
Number of Clients
60
Average Client Size
$1,000,000
Member Since
2022
Allow Me to Introduce Myself
Joe is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of ...
One thing I want my clients to know about me is...
I'm a terrible golfer and everytime I play I question my judgement!
Clientele
Inheritors
Real Estate Agents
Retirees
Ultra High Net Worth Individuals
Tech Employees
Corporate Executives
Doctors
High Net Worth Individuals
Women in Tech
Software Engineers
Businesswomen
Veterans & Active Duty Military
Dentists
Nurses
New Investors
Real Estate Developers
Parents of Special Needs Children
Startup Employees
Healthcare Workers
Attorneys & Paralegals
Partners at Law Firms
Surviving Spouses
Divorcees
Wealthy Families
Business Owners
Tech Sales
1st Generation Americans
Government Contractors
Entrepreneurs
First Responders
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Advice-Only Financial Planning
Specialties and Expertise
Cash Flow Analysis
Credit & Lending Needs
High Net Worth Planning
Tax Minimization Inv...
Business Ownership Strategies
Portfolio Construction
Wealth Accumulation ...
Real Estate Investments
Business Valuation Planning
Succession Planning
Debt Management
College Planning
Philanthropic Planning and Giving
Ultra High Net Worth Planning
Retirement Income
Endowments & Charities
Equity Compensation
Family Governance an...
Business Continuity Planning
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
AUMOne-Time Financial PlanHourly Rate
Education
University of Oklahoma – Norman, Oklahoma
Bachelor of Science in Physics
Obtained in 1990
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: July 31, 2026