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Joseph Carpenito SmartVestor

Joseph@Materetsky.com

Phone: 561-735-9227

Fax: 561-735-9815

 

2240 Woolbright Road Suite 354
Boynton Beach FL 33426

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Joseph Carpenito

Joseph joined Materetsky Financial Group in 2022. He began his career in 2013 as a Financial Advisor and has dedicated the subsequent eleven years to building his practice around helping individuals and families in achieving their financial planning and retirement goals.

 

An integral part of Joseph's practice includes tax planning, he holds the distinguished status of being an Enrolled Agent with the IRS. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

 

Joseph earned his B.S. in Financial Sciences from The University of Central Florida, where he concurrently interned in the financial services industry during his senior year.

 

Joseph maintains all requisite securities and insurance licenses and calls Lake Worth, FL home, where he resides with his wife Michelle and their two children, Giovanni and Capri.

Financial Advisor

Joseph Has Been Featured On:

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Joseph Carpenito SmartVestor

Joseph is a SmartVestor Pro, approved by The Ramsey Team and vetted by The Ramsey SmartVestor Program. Ask Joseph about how this makes him different.

What does It Mean To Be A SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.


I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.
 

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in, and encourage you to stick with your long-term goals.

Approved By The Ramsey Team
Dave Ramsey
Joseph Carpenito SmartVestor

Disclaimer: SmartVestor PRO™ is an advertising service for investing professionals.  SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice.  Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with Materetsky Financial Group and are not sponsored or endorsed by Materetsky Financial Group.

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