CoverProfile

Joe Duncan

Investment Advisor Representative

Sound Planning Group

United States, Washington, Duvall

About Me

Joe was born and raised in Washington state and enjoys everything the Pacific Northwest has to offer. He attended Western Washington University and graduated with a Bachelor of Arts in Accounting and a minor in Business Administration. Before joining Sound Planning Group in 2020, he spent seven-plus years in the financial services industry, gaining vast knowledge and specializing in insurance and financial planning. Joe lives in Duvall with his wife Erica. In their spare time, they enjoy hiking, camping, snowshoeing, and exploring new places with their Golden Retriever Griffey.

Profile Information

Investment Advisor Representative

Sound Planning Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Duvall

Washington

United States

Sep 4, 2025

Work Experience

Sound Planning Group

Investment Advisor Representative
Jan 2020 - Present
Email: joe@myspg.com

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