Certified Financial Planner™
Joe Schweiger currently serves as a Financial Planning Strategist & Insurance Specialist for Pure Financial Advisors, Inc. where he works with the financial planning team and advisors to develop advanced planning strategies that cater to clients’ specific goals and objectives.
Before he came to Pure Financial Advisors, Joe worked for an insurance brokerage firm for over 6 years. With a deep understanding of fixed life and annuity products, he provided education and guidance to advisers and their clients across the country on proper risk management techniques.
Joe graduated Magna Cum Laude from Arizona State University in 2011, earning his BS in Sociology. He then went on to obtain his Series 65 securities license in 2015 and later obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2017.
Originally from Metropolitan Detroit, Joe grew up with a passion for most sports, particularly hockey. He currently serves as a head coach to a local amateur travel team. In his free time, Joe enjoys staying active and enjoying the beautiful San Diego weather.
Joe's Latest Contribution
Morgan Housel (Collaborative Fund, former Wall Street Journal and Motley Fool) offers practical ways to determine your actual risk tolerance and perhaps help avoid the investing disease of fear and greed. And, listen to find out where you fall on Morgan’s spectrum of financial dependence to financial independence. Plus, should you invest in a hybrid […]