CERTIFIED FINANCIAL PLANNER® certification
Certified Public Accountant
BIOGRAPHY
Joey is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® professional that helps clients accomplish their financial goals. He helps people create tax-efficient cash flow, implement tax strategies, devise suitable investment portfolios, and ensure protection of their income and assets through proper insurance and estate planning.
Joey spent more than a decade providing financial planning and reporting for individuals, public, private, and not-for-profit organizations. He has been a featured guest speaker for conferences, podcasts, and financial editorials, including the Financial Executives International (FEI), the Tax Executive Institute (TEI), and Bloomberg BNA.
Joey earned his bachelor’s and master’s degree in Accounting from the University of San Diego, where he was also a member of the Torero football team.
Joey spends his free time around his community with his wife and children. Some of his hobbies and interests include fishing, off-road driving, coaching wrestling, and watching collegiate and professional sports.
Joey's Latest Contributions
Retirement is a time to enjoy the things that matter most, whether that’s exploring new places or creating lasting memories with loved ones. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, shares how thoughtful planning can help you build a fulfilling retirement filled with purpose, joy, and adventure. He discusses: Estimate the costs of retirement Establish […]
Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, provides insight on how to ensure your portfolio and retirement accounts are on track to meet your financial goals. Outline 00:00 Intro 1:20 Examine your budget 3:35 Creating a Budget 6:18 Review and manage debt 7:37 Short- and long-term goals 9:45 Reassess cash flow 12:16 Portfolio review 16:30 […]
Since Social Security is a primary benefit for most, it’s essential to develop a well-thought out claiming strategy. Consider all potential income, expenses, and tactics to improve your chances of achieving your financial goals. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, explains the impact of Social Security taxes and how they might affect you. He […]
