Joe Lepkowski, CFP^®

Designations and licenses

Joe is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Joe provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, he was a financial planner for Baron Wealth Management, LLC. He provided comprehensive wealth management services including the creation and implementation of financial plans as well as portfolio management.

Joe has a bachelor’s degree in finance from Oakland University.

Personal interests

Joe enjoys golfing, running, hiking, biking and skiing. His favorite sports team is the Detroit Red Wings.

Joe’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.