Modica Financial & Tax Services
Modica Financial & Tax Services (CRD# 135583) is a financial advisory firm headquartered in Atascadero, CA. They manage $4,545,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$168,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Modica (CRD# 2347951) is an Investment Advisor Representative working at Modica Financial & Tax Services in Atascadero, CA and has over 24 years of experience in the finance industry. Joseph Modica has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.