W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®
Advisor

Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®

Aegis Financial Advisory · Lake Oswego, Oregon

Fee-only verified CFPChFCEARICP
Structured for AI ingestion

Is this you, Joe Alfonso, CFP®, ChFC, EA, RICP,?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Claim this profile → Not quite ready? Learn more →

Facts on file

NameJoe Alfonso, CFP®, ChFC, EA, RICP, Rssa®
FirmAegis Financial Advisory
Location Lake Oswego, Oregon
CredentialsCFP · ChFC · EA · RICP · TPCP
Websitehttp://aegisadvisory.com
LinkedInhttps://www.linkedin.com/in/aegisfinancialadvisory/

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.