Joe Wride, Cfp® Email and Phone Number
Joe Wride, Cfp® work email
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Joe Wride, Cfp® personal email
Joe Wride, Cfp® phone numbers
In 2016, I started a company called Crafted Finance, LLC. A firm that helps individuals and business owners by giving quality financial advice. People want this delivered from a competent and trustworthy professional who is straightforward. Our customers value their time and need help with BIG financial decisions. We provide comprehensive financial planning, investments, insurance consulting without conflicts, and 401(k) management. Crafted also offers a "client experience" that matches today's innovative standards. I left a quality company to do this - spending 8+ years learning these crafts over time. I decided the financial advice industry was changing and I needed to change with it. Technology and innovation is disrupting the services we give. I can stare someone in the face from across the globe. Machines now trade stocks and bonds with unbelievable efficiency and economies of scale. The cost of a diversified and appropriate investment strategy has reduced a lot and while important, our services do much more than just investment management. The utmost value I can offer is to be a trusted advisor with the diligence to be thorough for people. I provide access to quality and low cost investments. Financial advice has never been more valuable. Health care and longevity are threatening an ideal retirement. College costs are high for kids and their parents. And people do not save enough. I look forward to the challenge. Give Crafted Finance, LLC a follow or let us know how we can help you, your family, or your business.
Crafted Finance, Llc
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Certified Financial Planner™ ProfessionalCrafted Finance, Llc Apr 2016 - PresentSeattle, Washington, UsComprehensive Financial Planning401(k) ConsultingRetirement Plans for BusinessInvestment ManagementInsurance ManagementCrafted Finance, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. -
Board Member - Sponsorship ChairFpa Of Puget Sound Jan 2018 - May 2020Sponsorship Director
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Board Member - Symposium ChairFpa Of Puget Sound Jan 2017 - Jan 2018Symposium Chair
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Client Advisor And Director Of Corporate Retirement BenefitsSage Advisors, Llc Jul 2007 - Mar 2016Edmonds, Washington, Us. -
Board Member - Symposium ChairFpa Of Puget Sound Jul 2011 - Dec 2012I served as Programs Director for the Puget Sound chapter of the Financial Planning Association. The primary tasks of the position were to schedule and oversee events that provided FPA members with educational content, opportunities to connect with colleagues and information that would help members optimize their business performance. The chapter objective involved increasing attendance and energy at events while maximizing revenue, controlling costs, and improving the FPA's reputation in the region.During my tenure, I served as Co-chair of the 2012 Annual Symposium and Chair of the 2013 Annual Symposium planning committee. The chapter's flagship event and the region's most distinguished conference on financial planning. The Symposium averages 150-170 total attendees and we filled 15 speaker slots in several disciplines. Attendance and marketing was much improved each year I was chair and a system of planning future Symposium's was established during my tenure.
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Account AdministratorPacific Portfolio Consulting, Llc Jul 2006 - Jun 2007
Joe Wride, Cfp® Skills
Joe Wride, Cfp® Education Details
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Washington State UniversityFinance Major & Marketing Minor
Frequently Asked Questions about Joe Wride, Cfp®
What company does Joe Wride, Cfp® work for?
Joe Wride, Cfp® works for Crafted Finance, Llc
What is Joe Wride, Cfp®'s role at the current company?
Joe Wride, Cfp®'s current role is Founder of Crafted Finance, an innovative financial planning and retirement plan consulting company.
What is Joe Wride, Cfp®'s email address?
Joe Wride, Cfp®'s email address is jw****@****llc.com
What is Joe Wride, Cfp®'s direct phone number?
Joe Wride, Cfp®'s direct phone number is +142520*****
What schools did Joe Wride, Cfp® attend?
Joe Wride, Cfp® attended Washington State University.
What are some of Joe Wride, Cfp®'s interests?
Joe Wride, Cfp® has interest in Family, Social Services, Children, Camping And Road Trips, Cultures, Learning New Things About Life, Economic Empowerment, Civil Rights And Social Action, Politics, Education.
What skills is Joe Wride, Cfp® known for?
Joe Wride, Cfp® has skills like Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Managment, Finance, Financial Planning, Retirement, Management.
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