Advisor
Joseph Devorak IVSeries 66
Joe is a seasoned Wealth Advisor with over 10 years of experience in the Financial Services industry serving high net worth individuals and families. At Compound Planning, Joe brings an energy and focus to forming a deep understanding of his clients' needs and goals to deliver an exceptional experience in all areas of finance.
Prior to joining Compound planning, Joe served as Senior Financial Advisor & Planner on the Private Client team at Empower, previously Personal Capital and also at Charles Schwab.
Joe originally hails from Minnesota and currently resides in Berthoud, Colorado with his wife, Trish and two children Deleanie and JoeJoe. When they aren't working, the family can usually be found enjoying hiking, camping, fishing, golfing and traveling.
Ideal Clients
High Net Worth
Individuals
Couples & Families
Pricing
AUM
The maximum baseline fee is 0.79% and it includes tax planning help, wealth management, and some Estate Planning services.
Availability
Accepting new clients
Credentials
Series 66
Business
Compound Planning
Location
Berthoud, Colorado, United States of America
Meeting Options
Remote
Languages
English
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