Joseph Hebert (CFP®)

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

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

Joe co-founded trueNorth with Karen O’Brien after an 18-year career as an engineer and marketing professional. His goal is to work closely with his clients, making complex financial choices easy to understand, and guiding his clients to achieve their goals.

Joe plays an active role in the financial planning community; he is currently president-elect of the Financial Planning Association of Puget Sound. During his tenure as leader of the 500+ member organization, Joe will focus on increasing member participation in leadership roles and financial industry reform.

Licenses & Registrations
-Certified Financial Planner™ Certificant

Education
-Bachelor of Science in Electrical Engineering - University of Washington
-CFP Certification Professional Educational Program - College for Financial Planning

Professional Affiliations
-Financial Planning Association (FPA)
-National Association of Personal Financial Advisors (NAPFA)

Leadership Roles
-2010 President-Elect - FPA of Puget Sound
-2009 Corporate Resource Director - FPA of Puget Sound
-2008 Sponsorship Director - FPA of Puget Sound
-2008 -Current, Board of Directors - FPA of Puget Sound

Speaking Experience
-2009 Financial Planning Guest Speaker - University of Washington Business School
-2007 Financial Planning Guest Speaker - University of Washington Business School

NAPFA Start Date

January 16, 2009

Industry Start Date

January 01, 2001

This Office

1200 5th Ave Ste 1810 Seattle, WA 98101-3128 Phone: (206) 652-4314 Fax: (206) 652-4316