Joe West
Our clients spend more of their time enjoying their lives because we spend our time taking care of their financial needs.
- Role
- Senior Financial Advisor at Moneta
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Joe West
Bringing empathy and passion to every client experience, we help people navigate life\'s path and protect what they cherish. By providing advice on any decision with a dollar sign attached to it, from investments to insurance, estate planning to taxes, our clients are able to spend more of their time enjoying their lives because we spend our time taking care of their financial needs.
Experience
Senior Financial Advisor
Jan 2026 — Present
Bringing empathy and passion to every client experience, we help people navigate life\'s path and protect what they cherish. By providing advice on any decision with a dollar sign attached to it, from investments to insurance, estate planning to taxes, our clients are able to spend more of their time enjoying their lives because we spend our time taking care of their financial needs.
Education
Chaminade College Preparatory School
High School Diploma, Liberal Arts and Sciences/Liberal Studies
2006 — 2009
University of Dayton (summa cum laude)
Master of Business Administration (M.B.A.), Accounting
2013 — 2014
University of Dayton
Bachelor of Science, Accounting and Finance
2009 — 2013
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