Joseph Schreiner, CEPA

Joseph brings deep empathy and personal experience to financial planning. After experiencing the loss of his father, he felt a powerful calling to provide the kind of guidance and support families need during life's most important transitions.

Growing up in Florida, Joseph developed a deep appreciation for hard work and family values. He graduated Summa Cum Laude from the University of Florida's College of Pharmacy with his Doctor of Pharmacy, where he also met his wife (a nursing professional). Today, they're proud parents of three children, ages 8, 6, and 3.

Joseph is passionate about serving medical professionals, retirees, and business owners—especially those in blue-collar industries like his late father's carpentry trade. He's particularly devoted to helping business owners approaching retirement develop thoughtful exit and succession strategies that protect their life's work and provide for their families.

Certifications:

• CFP® (in progress)
• CEPA

Experience;

• Focus on retirement and succession strategies for business owners
• Specializes in serving medical professionals and retirees
• Dedicated to empowering families with financial clarity and confidence