Broker Check
Joseph J. Ochotny, Jr., CPA, PFS

Joseph J. Ochotny, Jr., CPA, PFS

Owner & Financial Advisor

Joe has been serving the suburban Philadelphia area for over 30 years as a Certified Public Accountant (CPA.)  He earned his Bachelor's of Science in Business Administration and Accounting from Bloomsburg University.  Joe opened his own accounting practice in 1990, then added financial services to his repertoire when he became licensed and joined his broker/dealer, Avantax Investments Services, in 1998.  In 2001, he earned the Personal Financial Specialist (PFS) certification through the American Institute of Certified Public Accountants.  Joe is very active with his broker/dealer and has been serving as the local Chapter Director since 2011.  This program enables him to provide continuing training for other local Avantax Advisors.

 

Joe believes in giving back to his community and has been an active member of several civic, philanthropic, and youth sports organizations over the years.  He is a life-long resident of the suburban Philadelphia area, where he currently lives with his wife, Eleanor.  He has three grown children and three grandchildren.

 

Affiliations:

  • Member, American Institute of Certified Public Accountants
  • Member, Pennsylvania Institute of Certified Public Accountants
  • Member, Suburban Penn Chamber of Commerce
  • Board Member, Meghan's Foundation

 

Awards:

  • 2011 - 2019 Five Star Wealth Manager award