Joanie Halfaker, CFP®, CPA

Relationship Advisor

Joanie Halfaker and her husband, Dave, will be joining the BridgePort Financial Solutions (BridgePort) team in 2024. Joanie is the founder and president of Clarity for Women, a comprehensive, fee-only financial services firm dedicated to helping divorcing, widowed, and professional women achieve financial clarity.

With almost 25 years of experience in financial services, Joanie previously owned Halfaker & Associates, CPAs with her husband. Her career includes roles as a controller and chief financial officer for several companies owned by The Home Shopping Network. She earned a bachelor’s degree in accounting from Florida State University.

Joanie has conducted educational workshops on financial divorce success strategies at The Centre for Women and has spoken on financial planning at Nova Southeastern University, AARP, Tampa Bay Enrolled Agents, and HRTampa, among other organizations. An active member of her community, Joanie has also served on the boards of the National Association of Women Business Owners, Toastmasters, RSL Youth Soccer Club, and Crown Financial Ministries.

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

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