Joe Laux

Silverhawk Private Wealth @YPO

Scottsdale, AZ, US
MOBILE NUMBERS
+14•••••••62

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WORK HISTORY

Present

Silverhawk Private Wealth @YPO

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EDUCATION

2009 — 2010

Scottsdale Leadership

Degree, Scottsdale

2006

American College

Certified Financial Planning Designation, Financial Services

1999 — 2003

W. P. Carey School of Business – Arizona State University

Business, Marketing

2003 — 2004

Arizona Culinary Institute

Culinary Arts, Culinary

2018 — 2019

The University of Chicago Booth School of Business

Certified Private Wealth Advisor® Certification, Financial Planning and Services

1995 — 1999

Brophy College Preparatory

College Prep

SKILLS

Financial PlanningRetirement PlanningInsuranceCaptivesPortfolio ManagementProblem SolvingDisability InsuranceEstate PlanningStrategic Financial PlanningCustomer ServiceAsset ManagementFinancial AdvisoryLife InsuranceEsopAsset ProtectionCertified Financial PlannerStrategic PlanningInvestmentsRisk Management

ABOUT JOE LAUX

As the CEO of our private wealth firm, I specialize in assisting successful business…

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