FINRA's BrokerCheck

Joe Olekszyk - Rehmann

Banner

Joe Olekszyk | CFP® | Associate Financial Advisor

Vero Beach, FL | 772.234.8484 | Email

Education

BBA, Finance
Oakland University

Service Areas | portfolio management, comprehensive financial planning, quantitative investment analysis

Joe is an associate financial advisor with Rehmann Financial. He is actively involved in the management of client portfolios and the creation of comprehensive financial plans.

Experience

Joe has been in the investment industry since early 2006. He has developed significant experience in the area of portfolio management, market analysis and risk management. Joe is highly attuned to the emotional elements of investing and the related challenges. Joe seeks to provide clients with clear solutions in terms they can understand, in order to raise their financial confidence and peace of mind.

Joe is committed to a process of continuous education. He regularly takes additional classes and courses to maintain his registrations and credentials. He also attends numerous industry functions to keep his skills sharp and to learn the latest in planning techniques and investment offerings.

He is a CERTIFIED FINANCIAL PLANNER™ professional.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Joe Oleksyk is not affiliated with Royal Alliance Associates.

Thought Leadership