joe bonaccorsy

* Provide career coaching for the duration of the job search. * Coach newly downsized individuals on all aspects of the job search process until landing a new position. * Coach individuals from various geographical areas and diverse professional backgrounds. * Critique resumes, help develop job search strategies, prepare clients for interviews and assist in negotiating compensation and other terms of employment. * Topics for coaching and education include: Effectively utilizing LinkedIn and other social media outlets, increasing exposure, networking techniques, developing a personal “brand”, dealing with difficult questions and uncomfortable situations, breaking through personal barriers, and trying new “out of the box” approaches to finding a job. * Consult with clients regarding temporary employment, volunteering, and/or other business ventures that may be of interest.

Certified Financial Planner with a focus on Retirement & Estate Planning. Counsel clients on debt management/liquidation, budgeting, cash flow planning and wealth management. Design portfolio asset allocation models and optimization for client’s investment portfolios. Consult, design and implement employee benefit programs such as defined contribution, defined benefit and health/welfare programs for corporations and small businesses. Design and conduct financial seminars for the general public. Provided continuing education for Certified Public Accounts across the country via seminars and webinars. Network and built relationships with CPAs and Attorneys.