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Joseph Tabaka Jr., CFP®

Wealth Manager, RJFS
joe.tabaka@ConfluenceFP.com

Joseph Tabaka

Born in Pittsburgh, Joe Tabaka joined Raymond James as a financial advisor and Certified Financial Planner™ practitioner in June 2016. He graduated in 1991 from the University of Pittsburgh with a Bachelor of Arts degree in economics and business.

Prior to joining Raymond James, Joe was an first vice president and investment officer with Wells Fargo, specializing in financial and retirement planning.

Joe says his attraction to Raymond James was simple: "Raymond James' and my goals are one in the same - the client always comes first."

Two traits Joe say his clients find valuable are honesty and determination.

Joe lives in Ohio Township with his wife, Julie. Their children are Nicholas, Jordyn and Adam.

He is head coach of the Central Catholic Bantam Ice Hockey team. Joe has served as treasurer of United Cerebral Palsy of Western Pennsylvania.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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