Joseph Sachetta

Joseph Sachetta

Joseph Sachetta, CFP®, CPA/PFS, MBA, MST

Director, Founding Member

For over 40 years, Joe has worked in finance and accounting. He is a Certified Financial Planner, and a Certified Public Accountant. Joe’s passion lies with helping his clients strike a balance between living for today and saving for tomorrow.

After earning his CPA in 1980, Joe helped to establish the firm in 1984 and has been working to grow it ever since. Always an active professional in the accounting, tax, and financial planning fields, Joe was an instructor for the Boston University Corporate Education Center for 17 years, and has served on the board of directors at the Everett (Cooperative) Bank since 1994, currently serving as Chairman of the Board.

Joe continues to give back to his community as a dedicated member of the Everett Rotary Club (since 1984), having served as a past president and treasurer. Joe grew up in Everett, raised his two sons (Eric & Brian) in Lynnfield, and now resides in Topsfield with his wife, Ann. The family now includes his daughter-in-law Meghan and an adorable grandson and granddaughter, Logan and Isabella. Joe enjoys traveling with his family, including a prior ten-year journey of attending a ballgame at every major league baseball park. His newest adventure involves traveling around the country visiting the spectacular US national parks (America’s Best Idea). His wife has already informed him that they will NOT be visiting every single US national park.

Recent Blog Posts

Can You Afford Not to Have Life Insurance?

Can You Afford Not to Have Life Insurance?

“Do I really need life insurance?” Financial advisors hear this question from clients all the time. A life insurance premium is yet one more regular expense that eats into your savings, and you may […]

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