Joseph L. DeWald, CFP®, CEP®

Financial Advisor

JOE’S TREK

His Path:

Joe DeWald is passionate about financial planning and making a meaningful difference in people’s lives. His clients tell him, he has a unique ability to put himself in other people’s shoes, understand how they feel and determine how he can help them achieve their goals. When it comes to working with clients, he’s a diligent coach, a keen sounding board, and a master at his craft when it comes to developing a strategic road map aimed towards financial success.

 

His Miles:

Joe came to the Wealth Advisors Group in 1999, bringing with him more than 15 years of business management experience as a computer-systems engineer, vice president of marketing and ultimately president in the services industry. He graduated from Purdue University in 1982 with a bachelor’s degree in computer science and he has earned credentials as a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED ESTATE PLANNER™.

 

His Destination:

Joe is a native of Fort Wayne where he and his family are highly active in their church and community as well as various charity organizations. As an avid education advocate- he’s a member of the Financial Services Institute and member of the Financial Planning Association. He and his family love the outdoors and spend much of their free time swimming, hiking and fishing.

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