Joe Schneider

Joe is based in Las Vegas, Nevada, and meets with clients virtually across the U.S. 

Areas of Specialty

Driven by my own journey toward financial freedom, I help clients discover the peace and purpose that comes from individualized financial planning. My specialty lies in uncovering my clients’ life values, goals, and motivations to create personalized investment strategies that reflect what matters most to them. Combining time-tested principles with a modern approach to “conventional” financial wisdom, my goal is to help clients find freedom and security through financial independence.

I specialize in the following areas:

• Individuals & parents in their 30s and 40s
• Pilots and professionals in the aviation industry
• Those in the financial independence (FIRE) community
• Small business owners
• Career changers

Education

Bachelor of Business Administration, University of North Dakota

Commercial Pilot and Certified Flight Instructor, Federal Aviation Administration

Completed all three levels of the CFA Program exams and may be eligible for the Charter upon completion of experience requirements

Background:

After an 18-year career in aviation, I shifted focus to my personal mission: empowering people to live more meaningful lives through financial freedom. I’ve spent the past two decades learning and implementing sound financial planning strategies in my life, as well as leveraging my past career experience that taught me how to listen, learn, and teach. I’m eager to use my experience and knowledge to help clients build lives they never thought possible.

Learn more about the Guiding Wealth Residency.