I decided to become a financial advisor as a result of a family situation. My grandmother, due to a lack of financial planning, ran out of money when she was 87 years old. She then lived to be 99. Unable to pay her bills on Social Security alone, two generations of my family helped to supplement her income. I saw firsthand the negative effect that poor planning (or no planning) can have on a family and decided that if I could help others to live a comfortable retirement, that was my life's purpose.

I enjoy educating people in a way that transforms complicated ideas and issues to simple concepts, and then helping them to use what they've learned to make the best financial decisions possible.

Our ideal clients are serious about having a detailed strategy which will help them to effectively transition from their working years to their retirement years. In addition, we work extensively with small business owners who want to start or improve upon their existing 401k plans.

I began working for Edward Jones in 2007 and hold the CRPS® designation. I'm a Georgetown University graduate with a Bachelor of Science in business administration, double majoring in finance and international management. For my first job out of college, I worked on Wall Street as an American Express financial analyst.

I live in Phoenix with my wife, Meredith, and our daughter, Sarah. We have two dogs named Elphie and Oz. For the past seven years, I've volunteered for Junior Achievement of Arizona, teaching entrepreneurship and finance at a local elementary school. I'm passionate about teaching children real world skills to prepare them to make good financial decisions.

If you enjoy social media, connect with me on LinkedIn and Facebook.
www.linkedin.com/in/JoeLevy2007
www.facebook.com/EJAdvisorJoeLevy/

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Photography
  • Hockey

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