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Joseph Eck (CFP®)

Joseph Eck focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Since 2015, Joe has helped families align their financial resources with their retirement dreams. Prior to founding Stage Ready Financial Planning, he worked as a Financial Planner in Dayton, OH at a large financial services firm. With a past career in education, Joe is a big believer in making sure his clients have the education necessary to make great decisions about their finances. He looks forward to continuing to serve families in Ohio and beyond while combining his love for teaching and passion for financial freedom.

In addition to his years of experience, Joe has earned degrees from Wright State University, the University of Houston, and an Executive Certificate in Financial Planning from Xavier University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the XY Planning Network.

Joe and his wife Kristen live in Oakwood, OH with their dachshund pups, Lily and Henry. In. his free time, Joe is passionate about his family, fitness, the ocean, music, and grilling great food.

NAPFA Start Date

January 26, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1 Oakwood Ave Unit 694 Oakwood, OH 45409 Phone: (937) 203-0604
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