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Joe Crowley, CFP®
Joe Cartoon

Joseph Crowley, CFP®

Investment Advisor

Biography

As a newly designated CFP®, I’ve finally been able to bring my attention away from endless IRS and SEC regulations to focus more on what I truly enjoy. Oddly enough my passion for financial planning began during a Marketing internship in 2014. I witnessed the value an honest and devoted advisor could bring to clients. Simplifying the complex world of finance and assuring individuals of a secure future seemed like a worthy profession. Luckily, I was able to pursue that profession after being hired by Exchange Capital Management almost 4 years ago.

When not reviewing financial plans and scenario testing, I spend every second possible with my dog and undertaking random home improvement projects. Lastly, I like to stay involved in the local community as a member of several financial organizations and continuously seek professional development.

Responsibilities

  • Audit client accounts to verify accurate and appropriate data
  • Review potential strategies based on data gathered
  • Discuss client concerns around financial markets and portfolio construction
  • Ensure each client understands and is comfortable with financial planning work and recommendations

Education

  • Central Michigan University
    BS - Marketing
    2015 
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