Joe Niederkorn, Consultant

Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter

415-460-1990

Joe Niederkorn is one of the founders of Putney Financial Group. Over the years he has been the technical and analytical maestro of The Putney Financial Group. Today, Joe’s utilizes his 30 plus years of experience in the financial planning industry to consult with the Putney Team.

After earning his Bachelor of Business Administration in finance, he began his career in the financial services industry in San Francisco in 1970. A life-long learner, Joe completed the American College’s Chartered Life Underwriter (CLU®) certification, the oldest professional designation within the financial services industry. He then earned a Chartered Financial Consultant (ChFC®) designation, encompassing all aspects of financial planning, investments, insurance and related fields. In 1992, Joe met both the experience and ethical conduct requirements of the Certified Financial Planners International Board of Standards and Practices. He was then allowed to complete their series of examinations and was granted the Certified Financial Planner (CFP) designation. Joe observes, “While many successful people attain wealth, few have the inclination, time or skills to manage their assets to maximize retirement income and preserve their family’s legacy.” Perhaps Joe’s most remarkable talent is his ability to make complex and arcane financial information and concepts easy to understand.

Joe is enjoying retirement by spending time hiking and camping and traveling extensively with his wife Jill.