Personalized Financial Solutions from Our Family to Yours
Florida (561) 735-9227
New York (516) 227-1111
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Phone: 561-735-9227
Fax: 561-735-9815
2240 Woolbright Road Suite 354
Boynton Beach FL 33426
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
Not only is Joseph a SmartVestor Pro, but he is also a RamseyTrusted Tax Pro
Ask how this makes him different.
Here's what it means to be endorsed by Ramsey:
SHARED VALUES
I fully believe in the Ramsey mission and teachings. That means I’m here to walk alongside you and help you win on your journey.​​
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SERVICE YOU DESERVE
​I value serving over selling and I am always dedicated to providing the excellent customer service you deserve.​
​REAL RELATIONSHIPS
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I work closely with the Ramsey team to make sure I’m meeting their high standards. And I care about helping you make the best decisions for you and your family.
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WORTHY OF TRUST
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I have the full backing of the Ramsey team, who has helped millions get (and stay!) out of debt and work toward financial peace.
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.