Joseph Turfa, CRPC®
Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.
About Joseph
Joseph Turfa has over two decades of investment experience, specializing in the areas of retirement planning, wealth management, and risk assessment.
Joseph’s passion for helping clients reach their goals is reflected in his achievements. He has been a recipient of the Pacesetter Award from CUSO Financial Services, L.P. (CFS) every year since 2012.
Joseph enjoys helping his clients understand how to accumulate and perceive their wealth, as well as plan for a long, successful retirement. He has past experience teaching financial strategies in the San Francisco Bay Area. Additionally, he spent six years volunteer teaching in Peru.
I will help you:
Invest properly
Plan to retire comfortably
Preserve assets
Understand the market
Manage cash flow
Leave a legacy
Awards
Marin IJ Best of Marin best Financial Advisor 2019, 2020** |
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Pacesetter Gold- 2013, 2016, 2017, 2019, 2020 |
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Pacesetter Silver- 2012, 2018, 2021, 2022, 2023 |
The Pacesetter awards recognize the top revenue producing advisors at CFS from among hundreds of credit union and bank programs.
Community Involvement
Mentoring Sonoma Valley
Personal Interests
Back-country exploring and camping
Creative writing
Reading
Following the stock market
Traveling and geography
Meet with Joseph
"I enjoy hearing my clients' personal stories and demystifying the obscure and intimidating world of investing while guiding them through good markets and bad." - Joseph Turfa
Featured articles
Check out our most recent investment articles or click the link below to read past articles.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
**Marin Independent Journal Reader’s Choice awards is a community voting poll established by Marin Independent Journal that is determined by the most votes received and not indicative of a program, nor should it be construed as a recommendation. Inclusion on the Marin Independent Journal list should not be construed as an endorsement by the Marin Independent Journal. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list. In addition, the award is not indicative of the wealth manager’s future performance. Working with an award winning wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Rating based on votes collected between 11/1/23-11/30/23. Ratings given 2/25/24.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
FINRA Licenses: Series 6, 7, 63, 66
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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