Joe Conachy
Director Client Engagement
Joe serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
Joe has more than two decades of experience in the financial services industry and served as a Managing Director at a regional investment advisory firm immediately prior to joining Creative Planning. He was also previously a Regional Sales Director for a multinational financial services company.
Joe received his Bachelor of Arts degree in international affairs from the University of Colorado Boulder. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Joe enjoys the outdoors and playing sports with his two boys, Freddie and Finnegan, most specifically golf, skiing, pickleball and basketball.
Articles by Joe Conachy
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