James P. “JP” Ciocia is a Financial Advisor and Tax Preparer with Generations Tax and Wealth Management. JP works with individuals, families, and business owners to help them plan for many important areas of their financial lives, including retirement planning, investment strategies, tax planning, and personal and corporate income tax preparation.
JP attended Auburn University and has built a career focused on helping clients better understand their financial picture and make informed decisions for the future. Since joining Generations Tax and Wealth Management in 2020, he has helped clients navigate both their investment and tax needs, allowing him to take a more comprehensive approach to financial planning. By combining financial advisory experience with tax preparation knowledge, JP is able to help clients look at their goals from multiple angles and create strategies that fit their personal, family, and business needs.
JP holds the Series 7 and Series 66 licenses through FINRA, as well as the Securities Industry Essentials designation. He is also licensed as a Life, Health, and Variable Annuity Producer in the state of Florida. His background allows him to assist clients with investment planning, insurance strategies, retirement planning, and tax-related financial decisions.
Outside of the office, JP enjoys spending time with his family, especially his daughter, and playing golf.