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JOSEPH A. GRUTTA, EA, CFP
Joseph is the president of J.A.G. Financial Services, a firm he started three decades ago, which offers a variety of insurance, tax, and financial services for individuals and businesses. He has more than 30 years of industry experience and has been a Certified Financial Planner since 1984. Joseph is best known as the "Money Doctor" and brings a holistic approach to financial planning. His recommendations often minimize clients’ tax liability and other financial expenses through proper planning and protection of their assets.
Joseph is licensed as an independent registered representative and registered investment advisor with Centaurus Financial, an independent financial advisory and broker dealer firm, based in Anaheim, California. This association has brought the best of all worlds together by combining his experience and knowledge with the resources of Centaurus Financial.
Joseph is an Enrolled Agent (EA) - a tax professional licensed by the Federal government’s Internal Revenue Department. Specializing in taxation, he is involved in preparing, advising, and representing individuals, businesses, estates and trusts on all tax matters. This specialty license, coupled with his many years of experience, places him in a special position to assist and represent taxpayers.
Joseph also believes in giving back to his community and is involved in a number of organizations and associations, including the Registry of CFP Licensed Practitioners, the Institute of Certified Financial Planners, the Financial Planner’s Association (FPA), the National Association of Enrolled Agents (NAEA), Past President of his local chapter and former board member the Florida Society of Enrolled Agents (FSEA), the National Association of Tax Professionals (NATP), the National Society of Tax Professionals, the Brevard County Estate Planning Council and the Cocoa Beach Area Chamber of Commerce. He has also been a Chamber Ambassador, past board member of the Better Business Council, Junior Achievement consultant and has worked with the Economic Development Council to help promote business expansion in Brevard County.
Joseph is an active supporter of many fund raising events held in the community, such as Caring Hearts of Brevard, Prevent, the Brevard Zoo, the Boys and Girls Club, March of Dimes, American Heart Association, Devereux Florida, the United Methodist Children's Home, Hospice House, and the Health First Foundation. He was a member of the former Holmes Regional Hospital Community Advisory Council and past co-chair of the Trauma Advisory committee. He led the committee to restore the Dolphin City Playground at Ocean Breeze Elementary School and was responsible for several safety improvements at the school. He is active in church activities, having served on the church council, heading up the stewardship committee, long time member of the Finance Committee and as organizer and past president of his former church's men’s group. He is also involved with Promise Keepers, a Christian men’s organization, Via De Christo and the Walk to Emmaus.
Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. JAG Financial Services and Centaurus Financial, Inc. are not affiliated. Supervisory Branch: 1602 Village Market Blvd SE, Suite 430, Leesburg, VA 20175 (800) 699-0299.
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