Certified Financial Planner™
Certified Public Accountant
BIOGRAPHY
Joey is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional where he helps create tax-efficient financial plans for Pure’s clients.
Prior to joining Pure Financial Advisors, Joey spent more than a decade supporting financial planning and reporting matters 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 is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ certification. He 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
An S corporation, also known as a S subchapter, is one type of legal business structure common among small businesses. For self-employed individuals, the benefits of S Corps lie in their advantageous tax benefits but navigating through regulations can be challenging. To assist in this, Pure’s Tax Planner, Joey Bailey, CFP®, CPA, offers four tips […]
