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By Joe Arnold, AIF®
There’s no denying it: money, and how you handle it, can make or break your life (and your stress levels). I came from a single-parent home and my mother had no one to turn to for financial advice. This taught me the importance of financial planning and education and how much it can impact your life. As I got older, it became clear that my mother wasn’t the only one lacking objective financial advice. I became a financial advisor so I could help and teach others to manage their money well so they don’t have to live in the dark when it comes to retirement and financial planning.
First Career Steps
My passion for finances and investments was firmly in place as I earned my Bachelor of Business Administration from Cleveland State University, but it was my 5 years as a professional golf instructor that cemented my love for teaching and coaching. I decided to combine these twin passions and became a financial advisor almost 20 years ago. After working for various firms, gaining valuable experience, and earning the Accredited Investment Fiduciary® (AIF®) designation, I decided to start my own independent firm.
Branching Out
Today, I am founder and president of Foundation Wealth Advisors, a financial services firm providing private individual investment management and retirement planning along with 401(k) retirement plan consulting for small and mid-sized businesses. I spend my days putting my clients’ best interests first in all decision-making and recommendations, offering objective advice to help them achieve their financial goals.
No job is perfect. But even though it can sometimes be a struggle to balance all the hats I’m wearing, there’s nothing more rewarding than seeing my clients retire with confidence and feel more secure in their retirement planning and investments. As a former collegiate and professional golfer, I have an inner drive to succeed that I bring into my work so my clients can have the opportunity to pursue and achieve financial success and security.
Can I Help You?
Now that you know a bit about me, I’d love to hear your story. What are you looking for in a financial advisor? What challenges do you currently face and what type of advice do you need? If you are ready to work with a financial advisor who is just as committed to your goals and dreams as you are or if you would like a second opinion to ensure your plan is still on track, schedule a complimentary appointment by calling (440) 899-7535 or emailing me at jarnold@foundationwa.com.
About Joe
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. With almost 20 years of experience in the financial industry, Joe specializes in providing objective advice to individuals, as well as transparency in building and managing company 401(k) retirement plans. 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. Joe received a bachelor’s degree in business administration from Cleveland State University and is an Accredited Investment Fiduciary® (AIF). He has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including The Wall Street Journal, CNN Money, Forbes, and others. Joe lives 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. When he’s not working, he enjoys playing golf, working out, and honing his culinary skills. To learn more about Joe, connect with him on LinkedIn.