Adfi_logo
HomeMarketplaceJoe-Sallee

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.
More

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
credentialsImg

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

service_img
More

Tax Planning

service_img
More

Financial Planning

service_img
More

Retirement Planning

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Virginia Beach, VA
Joe Sallee
Financial Advisor
Bay Capital Advisors, LLC
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
@ 2025 AdvisorFinder LLC. All rights reserved.

Browse our Site

Find a Financial AdvisorHow it WorksHow to Choose an AdvisorSupport CenterAdvisorFinder Blog Posts

Find Advisors by Industry

Financial Advisors for Real EstateFinancial Advisors for BusinessFinancial Advisors for HealthcareFinancial Advisors for TechFinancial Advisors for LegalFinancial Advisors for MilitaryFinancial Advisors for FinanceFinancial Advisors for Other

Find Advisors Based on Needs

InvestingSaving Up For A HouseManaging DebtEquity CompensationReal Estate InvestingEducation Cost PlanningTax PlanningPlanning For RetirementCreating An Estate Plan

Find Advisors Based on Location

Financial Advisors in CaliforniaFinancial Advisors in FloridaFinancial Advisors in VirginiaFinancial Advisors in New YorkFinancial Advisors in TexasFinancial Advisors in GeorgiaFinancial Advisors in North Carolina

Follow Us

Cookie PolicyTerms and ConditionsPrivacy Policy
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.