Joseph M. Wietecha III

Joseph M. Wietecha III

CERTIFIED FINANCIAL PLANNERâ„¢ practitioner

Joe has more than 24 years of experience in the financial services industry and specializes in the areas of comprehensive financial planning, wealth management, estate planning analysis, and tax minimization strategies.

Raised in Warren, Michigan, Joe served in the U.S. Marine Corps before graduating with honors from Campbell University and earning his master's degree in finance from Walsh College. He has combined his education, natural optimism, passion for financial planning, and desire to help others, helping to make the world of saving and investing less complicated for his clients.

Joe’s business vision is to develop clarity and confidence in the financial lives of his clients, enabling them to pursue their goals and dreams. His personal values drive him to go the extra mile and foster positive, productive relationships with others. He is enjoying his life journey and hopes to enable his clients to do the same with wise financial planning.

When not helping others with their finances, Joe enjoys spending time with his family. His life-long commitment to personal growth and development is evident in his varied interests. Most recently, Joe has achieved the Distinguished Toastmaster designation through Toastmaster International and traveled abroad with his family for an immersive opportunity as he continues to learn Spanish. Joe also completed a marathon in Wisconsin, making it the 10th state he has run in, putting him closer to his goal of completing a marathon or triathlon in every state.

Joe lives in Bradenton, Florida, with his wife, Kim, and his two teenage children (Ellie and Joey), but frequently travels to Michigan to consult with his clients there.

His certifications, registrations, and memberships include:

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Plans Specialist
  • Chartered Retirement Planning Counselor
  • Member of the Financial Planning Association
  • Investment Adviser Representative of Commonwealth Financial Network