“What makes Truepoint so special is the collaborative approach to financial planning. There is no single financial genius at Truepoint. Brilliant minds from various areas of expertise come together to produce a unique and comprehensive plan for our clients.”
Joseph is a financial planning associate where he provides support to the financial planning and wealth advisory teams. He is responsible for meeting management, client deliverable support, data gathering and other administrative tasks. Prior to joining the financial planning team, Joseph served as a client service associate at Truepoint. “I appreciate the opportunity to make a difference in people’s financial future and help them reach financial freedom.”
Joseph earned his bachelor’s degree in public financial management from Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
A native of Texas, Joseph is a car aficionado and enjoys being active outside and trying new food. As a new resident of downtown Cincinnati, he likes to explore the area.