Joe Conklin Shure (CFP®)

Joe Conklin Shure focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Middle Income Client Needs
  • Millennials
  • Novice Investors
  • Socially Responsible Investments

Planning Specialties

Decisions around money can be daunting—especially if you're ambivalent (at best) about capitalism and have no desire to become a day-trading finance bro. I can help you learn what you need to know and make the moves that serve your goals and values.

Additional Information

I lead the Pro Bono Committee of the Financial Planning Association of New Jersey, serve on the FPA's national Diversity, Equity & Inclusion Committee, and prepare tax returns for low- to middle-income families as a volunteer with my local United Way chapter. When I'm not crunching numbers, I'm losing tennis matches to players twice my age (or more) or traveling with my wife, Gina, across the country to run half-marathons—and then proceeding to consume so much of the trashiest local foods as to more than cancel out the calories I burned running the race.

NAPFA Start Date

February 06, 2024

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This Office

2 Adams Place Glen Ridge, NJ 07028 Phone: (609) 558-7956