Joe Wride

About Joe Wride

In 2016, I started a company called Crafted Finance, LLC. A firm that helps individuals and business owners by giving quality financial advice. People want this delivered from a competent and trustworthy professional who is straightforward. Our customers value their time and need help with BIG financial decisions. We provide comprehensive financial planning, investments, insurance consulting without conflicts, and 401(k) management. Crafted also offers a \"client experience\" that matches today\'s innovative standards. I left a quality company to do this - spending 8+ years learning these crafts over time. I decided the financial advice industry was changing and I needed to change with it. Technology and innovation is disrupting the services we give. I can stare someone in the face from across the globe. Machines now trade stocks and bonds with unbelievable efficiency and economies of scale. The cost of a diversified and appropriate investment strategy has reduced a lot and while important, our services do much more than just investment management. The utmost value I can offer is to be a trusted advisor with the diligence to be thorough for people. I provide access to quality and low cost investments. Financial advice has never been more valuable. Health care and longevity are threatening an ideal retirement. College costs are high for kids and their parents. And people do not save enough. I look forward to the challenge. Give Crafted Finance, LLC a follow or let us know how we can help you, your family, or your business.

Experience

1. Certified Financial Plannertm Professional

   Crafted Finance

   Apr 2016 — Present

   Comprehensive Financial Planning401(k) ConsultingRetirement Plans for BusinessInvestment ManagementInsurance ManagementCrafted Finance, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Education

• Washington State University

  BA - Business Administration., Finance major & Marketing minor

  2002 — 2006

Skills

• Asset Managment
• Retirement Planning
• Management
• Investments
• Financial Planning
• Portfolio Management
• Retirement
• Finance
• Wealth Management