Joseph Cundari, CPA, MBA is a Financial Advisor with Pacific Advisors, joining the firm in January of 2024. Joe is fully licensed across several areas and specializes in customized, comprehensive financial planning, including wealth accumulation and management, retirement planning and income strategies, risk management, tax strategies, and estate planning. Joe is also a CPA and MBA who has vast experience leading the finance and accounting functions of various companies across multiple industries, including retail and experiential marketing and technology. He also spent time leading the financial due diligence for corporate acquisitions totaling over $1B in revenue, and led the successful integrations of those firms as well for the finance and accounting departments and systems.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Not practicing CPA for Guardian or its subsidiaries. CA Insurance License #4448203.