As a CERTIFIED FINANCIAL PLANNERTM and a Registered Investment Advisor, Joe helps clients concentrate on financial planning and asset allocation. In addition, Joe heads up the firm’s Retirement Plan consulting practice, working with plan sponsors to improve investments, communications and streamline administration. Prior to founding Legacy Asset Management, he served as a Trust Officer with Texas Commerce Bank.

An active member of the community, Birkofer serves as a board member of The Periwinkle Foundation and the St. Anne’s School Foundation, and is a member of Goodwill Industries’ Business Advisory Council. Joe teaches Employee Benefits and Retirement Planning at Rice University’s Certified Financial PlannerTM program. He regularly provides commentary for national media including The New York Times, Wall Street Journal, Money Magazine, CBS Market Watch, and locally for the Houston Chronicle, the Houston Business Journal, and local radio and television shows. Joe earned his B.S. in Foreign Service from Georgetown University and his M.B.A from the University of Texas at Austin.

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