Joseph M. Maas

Joseph M. Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA

CIO
Chief Investment Officer
Joe@SPGadvisors.com

Joseph Maas is an unusual financial advisor because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Mr. Maas holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas’ professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

Mr. Maas earned his reputation as a Certified Finacnial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning.

Adding to Mr. Maas’ many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU® and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.

Mr. Maas established Synergy Financial Management as a 360-degree financial services boutique, providing a variety of solutions under one roof. With a team of capable and broadly experienced financial advisors, Synergy provides a complete mix of integrated financial services.

Expert in many fields, Mr. Maas is a member of numerous professional organizations; he has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University. He also studied finance in Japan, Hong Kong, China, and Thailand.

In his personal time, Mr. Maas enjoys traveling with his wife and children and serving local charities.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design), in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.