Joe Reynoldson, CFP®
Associate Wealth Advisor
Designations and Licenses
Joe is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst Level I Candidate.
Experience and Education
Joe specializes in providing comprehensive wealth management and investment solutions for high-net-worth families. He has a background in finance and portfolio management and helps support wealth teams in delivering customized solutions.
Joe holds a bachelor’s degree in finance from the University of Kansas.
Personal Interests
Joe enjoys playing golf, tennis and pickleball. He also volunteers for Junior Achievement of Greater Kansas City and Big Brothers Big Sisters of America.
Joe’s Office
Insights
5 Financial Decisions That Could Haunt You
October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
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Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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