Joe Niederkorn
Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter
Joe Niederkorn is the technical and analytical maestro of The Putney Financial Group. 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 for clients to understand. |
