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Joseph Maas

Chief Investment Officer

Sound Planning Group

United States, Washington, Kirkland

About Me

Joe earned his reputation as a Certified Financial Planner professional, having fulfilled the requirements of the Certified Financial Planner Board of Standards. He also is a Chartered Financial Consultant (ChFC), qualified to help provide comprehensive advanced financial planning. Joe is a unique financial advisor because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations and, with over two decades of financial industry experience, his core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors. In his personal time, Joe enjoys traveling with his wife

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Profile Information

Chief Investment Officer

Sound Planning Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kirkland

Washington

United States

Jul 3, 2024

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