Certified Financial Planner®
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
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 […]
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 […]
