Joseph D. Finneran, CFP®

Joseph D. Finneran, CFP®

President

Joe Finneran, president and founder of Tricord Wealth Advisors, has been a Certified Financial Planner® since 1985 with more than thirty years in the financial consulting industry. Joe works with clients on a wide range of financial opportunities. His expertise is in estate planning, retirement planning, and charitable giving. He has extensive professional experience in investments, business planning, and financial consulting. His true passion is helping others meet their financial goals. This passion has fueled his efforts to constantly strive for greater knowledge and capacity to serve. He often speaks for organizations seeking his experience in estate, business, financial and retirement planning specializing in using charitable giving in retirement planning. Joe earned his MA from The Ohio State University and his BA from Bowling Green State University. He and his wife Rosemary have been married for over thirty years and celebrate daily lives with their children, Patrick, Sean, Ryan, and Mary Rose.

 

Specializing In

  • Business Planning
  • Investment Planning
  • Estate Planning
  • Financial Consulting
  • Retirement Income Planning

Experience and Education

  • Certified Financial Planner®, 1985
  • M.A., The Ohio State University, 1979
  • B.A., Bowling Green State University, 1974
  • Special engagement speaker for various organizations that deal with Estate, Business, Retirement Planning, and Investment Planning.