Joseph Eck
Advisor at Stage Ready Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stage Ready Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Since 2015, Joe has helped families align their financial resources with their retirement dreams. Prior to founding Stage Ready Financial Planning, he worked as a Financial Planner in Dayton, OH at a large financial services firm. With a past career in education, Joe is a big believer in making sure his clients have the education necessary to make great decisions about their finances. He looks forward to continuing to serve families in Ohio and beyond while combining his love for teaching and passion for financial freedom.
In addition to his years of experience, Joe has earned degrees from Wright State University, the University of Houston, and an Executive Certificate in Financial Planning from Xavier University. He is also a CERTIFIED FINANCIAL PLANNER® professional, a member of the XY Planning Network, and NAPFA.
Joe and his wife Kristen live in Oakwood, OH with their dachshund pups, Lily and Henry. In his free time, Joe is passionate about his family, fitness, the ocean, music, and grilling great food.
AUM: .70-1.00%
Monthly: $400/mo-$0/mo
Monthly fees determined by complexity and investment management services. Investment management services are not required.
Stage Ready Financial Planning, LLC
2024 - Present (2 years)
Prudential Insurance Company of America
2015 - 2024 (9 years)
Pruco Securities, LLC.
2015 - 2024 (9 years)
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