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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Joseph Voellm, CFF, ChFC®, CF2

J

Joseph Voellm, CFF, ChFC®

Certified Financial Fiduciary®

Avon, OH
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200304

About Joseph Voellm, CFF, ChFC®

Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning.  Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps.  In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance.  Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning.  Additionally, he has a graduate certificate in Charitable Financial Planning.  He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.

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