Joe Guin
- Role
- Co-founder Wealth Advisor at Compass Financial Partners
- Location
- Lake Forest, IL, US
- LinkedIn followers
- 500 followers
About Joe Guin
When I talk with clients about what’s most important to them, three things are often…
Experience
Co-founder Wealth Advisor
Jun 2021 — Present
In June of 2021, Joe rebranded his long-standing Northwestern Mutual practice as Compass Financial Partners in commemoration of his milestone 30th year in business. In January of 2022, Tim Hender joined Compass Financial as a full equity partner in the firm. This partnership doubled the firm’s capacity to advise clients across the country on multi-generational wealth planning needs. Compass Financial Partners is recognized by Northwestern Mutual as one of its top wealth management advisory teams in the country and is a founding member of the FORTUNE 500 company’s Private Client Group - an exclusive selection of advisors who provide sophisticated advisory strategies for high-net-worth clients and their families.
Skills
- Program Management
- Retirement Planning
- Estate Planning
- Financial Planning
- Strategy
- Marketing
- Insurance
- Leadership
- Customer Service
- Securities
- Asset Management
- High Net Worth Individuals
- Financial Analysis
- Management
- Retirement
- Team Building
- Financial Advisory
- Wealth Management
- Strategic Financial Planning
- Investments
- Strategic Planning
- Finance
- Business Planning
- Sales
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