The son of a military man, Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients, both in and out of the military, pursue and achieve their retirement and short/long-term financial goals.
Joe carefully builds customized, well-rounded plans that help clients get the investment options and tax and legal strategies they need to enjoy a dream retirement. In addition to retirement planning, his areas of specialty include: 401K Plans; Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts); Insurance including Life, Long Term Care and Disability; Asset Allocation Strategies; Income Distribution Planning; Estate Conversation Strategies; Consultation with Tax and Legal Advisors; and Individual & Small Business Planning.
Joe’s credentials include: Certified Financial Planner, 2008; Charter Mutual Fund Counselor; Series 7; and he earned his Bachelor of Business Administration & Marketing from Cleveland State University in 1991.
Areas of Specialty
Designations / Education
With two grandfathers that served in World War II, Adam grew up with a deep respect of the military and those who dedicate themselves to defending our country. During his career, he has worked with many veterans and veteran-owned businesses.
After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the Assurance Department and then worked for seven years in the accounting industry. In 2009, Adam joined New England Financial, which is where he began his career as a Financial Advisor. After four years at New England Financial, he joined Rockport Wealth Advisors.
Adam is now actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs – including the unique needs of today’s Army Rangers. He holds a Series 7 registration through Cetera Advisors and insurance licenses. Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.