whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini joe maas
Synergy Financial Management
Seattle, WA

Joe Maas

CFA®, CFP®, ChFC®
Financial Leaders connecting investors with advanced strategies
Score:
--

Meet Joe

Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, and speaking to industry experts. Mr. Maas holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) charterholder, which is the world's most respected investment professional's achievement. In addition…

Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, and speaking to industry experts. Mr. Maas holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) charterholder, which is the world's most respected investment professional's achievement. In addition to the CFA, Mr. Maas earned his reputation as a Certified Financial PlannerTM (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas' many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM®) with expertise in commercial and investment real estate. Mr. Maas also holds a Master of Science in Financial Services (MSFS) from The American College.

PROFESSIONAL DESIGNATIONS
This designation of CFA (Chartered Financial Analyst) is an investment credential awarded by the CFA Institute. To earn the CFA charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least
four years of qualified professional investment experience; (3) join the CFA Institute; and (4) commit to abide by, and annually reaffirm adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct


Services offered

Investment Management
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
Real Estate & Mortgage Advisory
Estate Planning
Alternative Investments
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Education

MS - American College of Financial Services
Bachelors - Seattle Pacific University
Spinner Loading...