Joe joined Martinet Recchia in 1998, and has been consulting individuals and businesses regarding financial and tax planning for over 18 years. He graduated in 1988 from Cleveland State University with a B.S. in Business, majoring in Accounting.
Joe oversees services provided by Martinet Recchia to mid-size companies located in Northeastern Ohio. These services include reviews and audits of financial statements, complex tax planning, review of internal control procedures and operational consulting. Joe's clientele are in manufacturing, construction, distribution and real estate development.
Joe is a Certified Financial Planner and heads the financial planning services for individuals and businesses. Prior to joining the firm, Joe's experience included both public and private sectors. Joe was a division head of the compliance and audit department for Progressive Insurance, a Fortune 200 company and a $14 billion company located in Mayfield Heights, Ohio.
He has extensive experience in tax defense and has earned a reputation for successfully representing clients in front of the federal, state and local tax authorities. His designations and experience have provided him with a comprehensive knowledge of retirement plans, risk management, and estate planning.
Additionally, Joe has served on the board of profit and non profit organizations.
Joseph Recchia, CPA, CFP
440-942-3900 ext. 123