Joe Watson, CFP®, FIC
It only takes a short conversation with Joe to know you are talking with someone who has done his homework. Joe is a walking Wikipedia of information, especially when it comes to finances and the issues that are most important to clients.
Bringing the experience gained through 17 years in the financial services industry, Joe helps clients navigate the ever-changing landscape around income, investments, and taxes. Pragmatic and even-keeled, Joe’s careful listening and clear communication adds value to the Evexia team and to each client he meets with.
With the Evexia team, he helps people make smart choices about money so that they can spend more time enjoying their life, with less stress worrying about what comes next. As a wealth coach, Joe spends time with clients to learn more about what is important to them. Joe gets excited knowing that thorough analysis and smart decisions will set clients up to win, now and in the future.
When he’s not working, you’ll find Joe in the kitchen cooking with one of his daughters or traveling with his wife. He enjoys reading about life in America and in places around the world. Joe lives in Chippewa Falls, Wisconsin with his wife and two daughters.Back to Full Team »