Joe Baer, APMA

Joe Baer
APMA

Client Advisor, Portfolio Manager

(727) 744-3614
[email protected]
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(This is a free, confidential consultation, with no obligation to the caller)

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Practice Specialties

  • Retirement Planning
  • IRA Rescue, Rollover and Consolidation
  • Put and Call Options
  • Technical Analysis and Charting
  • Custom Reporting and Portfolio Analytics

Education & Credentials

  • BS, University of South Florida
  • APMA, Accredited Portfolio Management Advisor
  • Cetificate in Financial Planning, Boston University

Joe Baer joined SP in September 2010. He is a licensed Investment Advisor Representative with twelve years of professional experience. Joe holds the Accredited Portfolio Management Advisor (APMA) designation awarded by the College for Financial Planning. In 2011, Joe graduated with honors from the University of South Florida with a Bachelor of Science in Business with a major in Finance. He is also a graduate of the Boston University Financial Planning Program.

“I joined SP right after we opened our doors in 2010 and plan on being here for many more years to come. I enjoy connecting with our clientele in a meaningful way.”
–Joe Baer, APMA

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Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.

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Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.

Site
Office
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