Joe Arnold, AIF®
Founder and President
Joe Arnold is an independent financial advisor and the founder and president of Foundation Wealth Advisors, LLC, an independent firm providing private investment management for individuals and families, as well as retirement plan consulting for small and mid-sized businesses.
As an Accredited Investment Fiduciary®(AIF), he specializes in providing unbiased and objective advice to individuals, as well as transparency in building and managing a companys 401(k) retirement plan. He is committed to putting his clients best interests first in all decision-making and recommendations. Based in Westlake, Ohio, he serves clients in the Cleveland, Akron, and surrounding areas, as well as throughout the country.
Credentials and Experience
Joe brings almost 20 years of experience in the financial services industry with advanced credentials and experience. As an Accredited Investment Fiduciary®, he has specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He understands the fiduciary obligations associated with businesses offering an appropriate qualified retirement plan, and he helps ensure there is a process in place to meet these responsibilities.
He also holds FINRA Series 6, 7, 63, and 66 securities registrations, and received his Bachelor of Business Administration degree from Cleveland State University. Over the years, he has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including Wall Street Journal.com, CNN Money.com, Forbes, and others.
At an early age, Joe saw firsthand the importance of financial education and an advisor to offer guidance. Growing up in a single parent household, his mother had no one to turn to for financial advice. He saw that his mother wasnt the only one in such a situation many adults are in the dark when it comes to retirement and financial planning. Over the years, Joe discovered that he was a teacher at heart.
After briefly working as a professional golf instructor, he became a financial advisor eighteen years ago. He carries that same athletic drive to succeed for his clients in their pursuit of financial success and security. Working closely with his clients, he incorporates education into his planning process. He believes that understanding your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. Today, as the founder of his own independent firm, he takes pride in seeing his clients retire with confidence and feeling more secure in their retirement planning and investments.
Joe resides in Rocky River, Ohio with his wife, Allison, and their two grown children, Kevin and Keira. An avid golfer, he is a former Class A PGA of America teaching professional and NCAA Division 1 athlete. Today, he enjoys playing golf, working out, and crafting his culinary skills. He formerly has served on the Board of Directors of the West Side Catholic Center, a non-profit organization that assists those in need of food, shelter, clothing, and advocacy.