Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning. Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps. In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance. Post military service he received his first master's degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning. Additionally, he has a graduate certificate in Charitable Financial Planning. He is fully licensed and holds a Chartered Financial Consultant designation from the American College and is a Certified Financial Fiduciary.
He loves that he genuinely gets to help families and his best advice is that the best time to take action is right now! There are so many interconnected aspects to financial planning that it takes a comprehensive approach to really achieve optimization.
When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake, and spending time with his family.
"You either win or you learn, the only way you actually lose is if you don’t learn." - Nelson Mandela
The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must
complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.