Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
Joe is a CERTIFIED FINANCIAL PLANNER™ professional who has been with Pure Financial Advisors since 2018. As a Financial Advisor for the firm, Joe works with clients to develop, implement, and monitor financial planning strategies that are tailored for their specific goals and objectives. Joe is passionate about educating clients in areas such as retirement cash flow planning, tax planning, investment planning, insurance planning, and estate planning. Prior to becoming a Financial Advisor, Joe served as a Senior Financial Planning Strategist for Pure Financial Advisors, where he analyzed and constructed comprehensive financial plans for the firm’s clients.
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 advisors and their clients across the country on proper risk management techniques.
Joe graduated Magna Cum Laude from Arizona State University in 2011, earning his Bachelor of Science degree in Sociology. He then went on to obtain his Series 65 securities license in 2015, the CERTIFIED FINANCIAL PLANNER™ designation in 2017, and then later obtained the Accredited Investment Fiduciary designation in 2020.
Originally from Metropolitan Detroit, Joe grew up with a passion for most sports, particularly hockey. He currently serves as a 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 Contributions
Does your company provide a Flexible Spending Account (FSA) to help cover healthcare expenses? If so, our Financial Planner Joe Schweiger, CFP®, AIF®, guides you through the details of FSA’s to ensure it’s the right employee benefit for you. FREE GUIDE | Retirement Readiness Guide Transcript Today’s financial tip is utilizing the balance in your […]
Learn how making a budget, having a written financial plan, and implementing sophisticated strategies to lower your taxes can help you create a healthy retirement. In this webinar, Joe Schweiger, CFP® from Pure Financial Advisors provides insight into evaluating the limits on your finances, and he answers your most critical retirement questions. Free Resources mentioned […]
Passive income is a great supplemental income for individuals to enhance their lifestyle both while working and in retirement. Joe Schweiger, Associate Advisor CFP®, AIF® explains the difference between passive and active income, the tax benefits, examples of passive income, and how it may fit in your overall retirement plan. DOWNLOAD | 10 Tips for […]
