Joe Roddy, CFP®
CERTIFIED FINANCIAL PLANNER™
Joe Roddy has been in the financial services industry since his early 20s. After working on financial transactions for large corporations, Joe decided he wanted to apply his skill and knowledge to meet the needs of the individual and small business owner, while at the same time creating his own business. He wanted long-term client relationships nurtured through trust that could not be developed in an environment emphasizing immediate transactions.
His association with LPL Financial gave him the flexibility to build just that kind of business. Through hard work, outstanding service and a reputation of fairness and integrity, he has built a solid client base and has expanded his business through referrals.
While Joe works at integrating the many elements of financial planning and employee benefits, his greatest strength is in investments, retirement planning, and handling roll-outs from retirement plans. His interest in investments was sparked while in college when he first invested money saved from his job as an iron worker. The investment was a winner, and he was able to return to graduate school full time at Washington University, where he received his Master’s in Business Administration.
Joe works diligently to increase his knowledge in this field and has been designated a CERTIFIED FINANCIAL PLANNER™ certificant, a title awarded only to those who are able to successfully complete a rigorous series of exams and are willing to abide by a strict ethical code.
Joe and his wife, Lisa, live in the Central West End across the street from Forest Park, where Joe can often be found jogging.
FAX NUMBER: 314-492-5991