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Joseph Maker, Cpa, Cfp® Email & Phone Number

Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS at Shorebridge Wealth Management
Location: Pittsburgh, Pennsylvania, United States 7 work roles 1 school
1 work email found @waldronprivatewealth.com 2 phones found area 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@waldronprivatewealth.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Shorebridge Wealth Management
Role
Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS
Location
Pittsburgh, Pennsylvania, United States

Who is Joseph Maker, Cpa, Cfp®? Overview

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Quick answer

Joseph Maker, Cpa, Cfp® is listed as Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS at Shorebridge Wealth Management, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at waldronprivatewealth.com, phone signal with area code 212, and a matched LinkedIn profile for Joseph Maker, Cpa, Cfp®.

Joseph Maker, Cpa, Cfp® previously worked as Managing Director at Shorebridge Wealth Management and Director at Waldron Private Wealth. Joseph Maker, Cpa, Cfp® holds Bachelor Of Business Administration (Bba), Accounting And Finance from Duquesne University.

Company email context

Email format at Shorebridge Wealth Management

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*@waldronprivatewealth.com
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AeroLeads found 1 current-domain work email signal for Joseph Maker, Cpa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Joseph Maker, Cpa, Cfp®

I work with high net worth individuals and families with their overall comprehensive financial planning. My expertise focuses on estate, gift, and income tax planning strategies, as well complex estate planning and generational wealth transfer. About our practice: Shorebridge Wealth Management is an independent practice located on Washington’s Landing in Pittsburgh. Our advisers provide traditional portfolio management, investment advisory and financial planning services and strive to complement this with quality client service. Through leveraging our relationship with Raymond James Financial Services, we gain access to their deep bench of experienced wealth services professionals to provide our clients with trust, insurance, estate planning and lending solutions. Our local team combines institutional research expertise and experienced investment advisors to provide customized financial and portfolio strategies helping clients realize their unique objectives. At Shorebridge Wealth Management, we believe in serving clients of all sizes. Our satisfaction comes from helping people improve their lives through prudent investing and sound planning that spans a lifetime. Office Location: 600 Waterfront Dr. Suite 125 Pittsburgh, PA 15222 412.742.4855 For important disclosure information, please see Social Media Disclosure Link in the Contact Info section.

Listed skills include Income Tax, Wealth Management, Cpa, Estate Tax Planning, and 11 others.

Current workplace

Joseph Maker, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Shorebridge Wealth Management
Shorebridge Wealth Management
Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS
7 roles

Joseph Maker, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Shorebridge Wealth Management

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Oct 2022 - Present

Staff Accountant

Bdo Usa, Llp

Chicago, Il, Us

Nov 2007 - Jul 2008
1 education record

Joseph Maker, Cpa, Cfp® education

  • Duquesne University
    Duquesne University
    Accounting And Finance
FAQ

Frequently asked questions about Joseph Maker, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Joseph Maker, Cpa, Cfp® work for?

Joseph Maker, Cpa, Cfp® works for Shorebridge Wealth Management.

What is Joseph Maker, Cpa, Cfp®'s role at Shorebridge Wealth Management?

Joseph Maker, Cpa, Cfp® is listed as Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS at Shorebridge Wealth Management.

What is Joseph Maker, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @waldronprivatewealth.com for Joseph Maker, Cpa, Cfp® at Shorebridge Wealth Management.

What is Joseph Maker, Cpa, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 212 for Joseph Maker, Cpa, Cfp® at Shorebridge Wealth Management.

Where is Joseph Maker, Cpa, Cfp® based?

Joseph Maker, Cpa, Cfp® is based in Pittsburgh, Pennsylvania, United States while working with Shorebridge Wealth Management.

What companies has Joseph Maker, Cpa, Cfp® worked for?

Joseph Maker, Cpa, Cfp® has worked for Shorebridge Wealth Management, Waldron Private Wealth, Pricewaterhousecoopers Llp, Bdo Usa, Llp, and Pnc Wealth Management.

How can I contact Joseph Maker, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Joseph Maker, Cpa, Cfp® at Shorebridge Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Joseph Maker, Cpa, Cfp® attend?

Joseph Maker, Cpa, Cfp® holds Bachelor Of Business Administration (Bba), Accounting And Finance from Duquesne University.

What skills is Joseph Maker, Cpa, Cfp® known for?

Joseph Maker, Cpa, Cfp® is listed with skills including Income Tax, Wealth Management, Cpa, Estate Tax Planning, Us Tax, Tax Preparation, Tax Returns, and Trusts.

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