CFS, AAMS®, CPFA, AIF®

Founder | President

 

As Founder and President of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation.  He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs.  Today’s plan sponsors and fiduciaries are faced with many challenges.  Laws and regulation changes, lack of fee transparency, conflicts of interests; Integrated Financial Solutions tries to bring clarity and provides independent guidance resulting in an integrated approach.
 

During his career, Joe has earned the Certified Fund Specialist (CFS) from The Institute of Business and Finance, Accredited Asset management Specialist, (AAMS®) from the College for Financial Planning, Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors, as well as Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies (fi360).  He is a member of Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), National Association of Personal Financial Advisors (NAPFA), Financial Services Institute (FSI) and XY Planning Network (XYPN).

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In 2016, he was recognized as one of two Financial Times Top 401 Retirement Advisors in Arizona.

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Outside Interests

 

Joe enjoys spending his time with family, friends, and being outdoors with his dogs Kaiser and Chase.  A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).