Joe Carpenter, CFP Financial Advisor
Joe joined Centennial Wealth Advisory in 2023, bringing with him a decade of Wealth Management experience. Joe’s time working in a family office environment has allowed him to gain considerable experience in all aspects of your financial life.
Joe prides himself on taking a true holistic approach to financial planning, not just giving you a “to do list”. Joe believes that developing a financial plan is important, but it is a moving target and needs to be updated regularly to account for the unforeseen events life throws our way. With this belief, Joe is in regular contact with clients analyzing to make sure you’re on track to meet your goals.
Joe’s experience having worked for a hedge fund and quant based proprietary trading firm offers him a unique perspective into market infrastructure that helps families navigate market volatility to reach their personal goals.
In addition to being a CERTIFIED FINANCIAL PLANNER TM professional, Joe is dually registered and brings the following qualifications: Series 7, Series 66, Variable Life and Annuities producer, Life, Accident and Health producer, Property Casualty producer, and his NMLS mortgage license.
Outside of the office, Joe is a former golden gloves boxer, avid mountain biker and competitive powerlifter. Joe is married to his wife Ashley, has a stepdaughter Hazel and two dogs, Tilley and Esme.
Throughout his career, Joe has helped hundreds of families reach their financial goals through a disciplined holistic financial planning approach focused on your family values, goals, and beliefs.