Years of experience: 28+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS®), Accredited Investment Fiduciary (AIF®), Certified 401(k) Professional (C(k)P™)
Education: George Washington University, B.S., Business Administration and Finance
Areas of Expertise: Retirement Plans, 401(k), 403(b), Investments and Financial Planning
Speaking Topics: Benchmarking Fees in Your Retirement Plan, Behavioral Finance, Fiduciary Fundamentals, How to Prepare for a Plan Audit, How to Develop an Effective Retirement Plan Committee, and Effective Engagement in Your Retirement Plan
Joe is the Managing Partner at Washington Financial Group (WFG) and the Partner in charge of WFG’s retirement plan group which services over 150 qualified plans. Since 1990, he has maintained a commitment to building an organization centered on client needs that seeks to provide unsurpassed service and independent advice for professionals, entrepreneurs, businesses and their employees.
Joe is proud to lead the team at Washington Financial Group that was named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Currently, Joe is a Board Member of the American Retirement Association. He is the Past President of the National Association of Plan Advisors (NAPA) as well as a Founding Lecturer at The Retirement University for Advisors at UCLA and a member of the LPL Financial Retirement Partners Group. He was named to the 2016 Financial Times Top 401 Retirement Plan Advisors² list as well as one of PLANADVISER’s 2017 Top 100 Retirement Plan Advisers.³
Joe is a strong advocate of financial education for himself and his clients. He is also an instructor for The Retirement Advisor University (TRAU) in Collaboration with UCLA Anderson School of Management Executive Education, where he educates qualified retirement plan advisors enrolled in the two-year C(k)P™ certification program.
Fun Fact: Joe has been on a lifelong quest to find the perfect slice of pizza.
Personal Information: Joe, his wife Stacy and son Anthony live in Vienna, Virginia. He is active in the hockey community as both a coach and a player. Joe also enjoys golf and travel.
¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.
²The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
³The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100.