Joseph Kovach, CFP®
Partner & Chief Investment Officer
Cleveland, OH
Joe Kovach is Partner and Chief Investment Officer at Rockport Wealth Advisors. He has 30+ years of experience in assisting clients pursue their retirement and short and long-term financial goals. Joe helps both individuals and small business create strategies that include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client’s account, Joe’s clients are able to pursue their goals in a changing market environment.
Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than $50 million dollars. With this success, Joe decided to branch off to start Rockport Wealth Advisors.
Joe earned his Bachelor of Business Administration in Marketing from Cleveland State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund Counselor, and holds the Series 7 registration.
Joe lives in Strongsville with his wife, Jan, and their three daughters Alyson, Alexis, and Lauren. As a former PGA professional, he enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.