A wealth management professional with more than 27 years of experience, Joe has dedicated his career to providing customized strategies for successful business owners, entrepreneurs, multigenerational families, executives, high-net-worth individuals and trusts. His disciplined, focused approach helps him to deliver a more predictable outcome to his clients in the midst of todays complex environment. Successful entrepreneurs, executives and multigenerational families work with Joe to: - Align their finances and their wealth to help them achieve their personal and professional goals and values, while helping simplify their financial affairs - Creating diversified portfolios that can help meet both short- and long-term goals of high-net-worth individuals - Develop and implement integrated and comprehensive wealth management plans and retirement plans so they may leave the legacy they desire - Manage risk and navigate uncertainty in todays complex global economy Soon after graduating from the University of Pittsburgh with a Bachelor's degree in Business Management/Economics, Joe began his career as a financial advisor. With over 27 years of experience in the financial services industry, he is the founding member of the Webber Ishler Group of Wells Fargo Advisors. As a CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Analyst (CIMA) professional, Joe believes that investment planning means more than simply providing clients with investment advice. It means working with clients to maintain their financial independence and wealth. It is a rigorous process that involves thoroughly understanding the clients needs and working together to create a holistic plan that focuses on the following areas: - Budgeting for income, liabilities and cash flow - Investment management and creating a diversified portfolio that helps meet short and long-term goals - Retirement planning - Insurance planning - Estate planning strategies Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of: AL,CA,CO,DE,FL,HI,IN,LA,MD,MA,NJ,OH,OR,PA,SC,TX,VA,WA,WV 