Joe Warsecke, CFP®, AIF®

As a CFP® at MBC Financial Services, Inc., Joe helps individuals plan for the financial futures of themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time.

Practice areas include portfolio management, insurance and risk management, retirement planning, design of corporate retirement plans and executive compensation plans, college funding, estate planning and gifting strategies, tax-managed investing, and development of comprehensive financial plans.

Joe has 14 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining MBCIC he worked for Northwestern Mutual Financial Network in Troy, Michigan. Joe has a business degree from Central Michigan University. Previous to beginning his career as a Financial Advisor, Joe spent 20 years working with Small and Medium businesses selling technology and capital equipment, including 5 years with Hewlett Packard.

Joe’s licenses include FINRA Series 7, 63, 66, Life/Health insurance licenses. Additionally he earned the CERTIFIED FINANCIAL PLANNER™ designation CFP® in March, 2010 and earned the Accredited Investment Fiduciary®, AIF® designation in 2015.

Joe resides in Lake Orion with his wife Kara and has two adult children, Julia and Joe Jr.