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Rockport Wealth Advisors
Cleveland, OH

Joseph Kovach

CFP®, FPA
Score:
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Meet Joseph

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Introduction - Joseph Kovach
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Planning and Investment - Joseph Kovach
Video Transcripts

Joe Kovach, CFP® is a Financial Advisor with over 20 years of experience in assisting clients reach their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client's account, Joe’s clients are…

Joe Kovach, CFP® is a Financial Advisor with over 20 years of experience in assisting clients reach their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client's account, Joe’s clients are able to meet their goals in a changing market environment. Joe manages his client's assets, which totals more than $130 million.

Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than fifty million dollars. With this success, Joe decided to branch off with his longtime business associate Ted Calabrese to start RockPort Wealth Advisors, a division of Multifinancial Securities (A Cetera Company).

Joe lives in Strongsville with his wife Jan, and their three daughters; Alyson, Alexis and Lauren. Joe enjoys watching Alyson’s golf, coaching Alexis and Lauren's basketball and cheering all three daughters in their dancing and overall shenanigans. As a former PGA professional, Joe enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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