Log In

Joseph James Mackey, Edit Profile

accountant , financial planner

Joseph James Mackey,, American financial planner, accountant. Certified Public Accountant, Certified Financial Planner; registered representative; licensed insurance agent. Member American Institute of Certified Public Accountants, National Association Life Underwriters, American Society California Lutheran Universities and Chartered Financial Consultant's, Institute Certified Financial Planner's.

Background

Mackey,, Joseph James was born on January 12, 1963 in Teaneck, New Jersey, United States. Son of Joseph J. and Marion G. Mackey.

Education

Bachelor of Business Administration, LaSalle University, 1985.

Career

Auditor, Coopers & Lybrand, Certified Public Accountants, New York City, 1985-1988; manager finance reporting, United Artists Entertainment Company, Montvale, New Jersey, 1988-1990; finance consultant, CIGNA Individual Finance Superior vena cava syndrome Company, Hackensack, New Jersey, 1990-1991; founder, accountant, Joseph J. Mackey Junior, Certified Public Accountant, Saddle River, New Jersey, since 1991; founder, finance planner, Diversified Finance Strategies, Inc., Saddle River, since 1991; managing director, broker/dealer, TREGA Securities, LLC, Saddle River, since 1997; managing director, TREGA Partners LLC, Saddle River, since 1997. Member International Board Studies and Practices for Certified Financial Planner's.

Achievements

  • Certified Public Accountant, Certified Financial Planner. Registered representative. Licensed insurance agent.

Membership

Member American Institute of Certified Public Accountants, National Association Life Underwriters, American Society California Lutheran Universities and Chartered Financial Consultant's, Institute Certified Financial Planner's.

Connections

Married Kathleen Gibson, August 23, 1986. Children: Ellen Mary, Joseph James III, Jack P.

father:
Joseph J.

mother:
Marion G. Mackey

spouse:
Kathleen Gibson

children:
Joseph James III Mackey,

Jack P. Mackey,

Ellen Mary Mackey,