Joe Wride
CFP®
Crafted Finance, LLC
Founder and Financial Planner
Joe Wride
CFP®
Crafted Finance, LLC
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joe Wride, CFP®
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Joe Wride is a Seattle, WA fee-only financial planner. Crafted Finance, LLC provides innovative financial planning, investment management, and insurance management to help individuals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Wride is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Most of us have to manage money, build retirement assets, insure our risks, and navigate the tax and legal system. Joe’s experience includes different stretches specializing in the pension and investment management industry, the insurance industry, and in financial planning. A desire to offer a worthy combination of services at great value led to the founding of Crafted Finance.
Background & Education
Joe Wride has been a financial consultant to individuals, families, and pension plans since 2009. He graduated with a major in Finance from Washington State University, is a Chartered Life Underwriter and a CERTIFIED FINANCIAL PLANNER™ Professional. He serves on the board of the Financial Planning Association’s Puget Sound chapter.
Approach with Clients
We all have different attitudes, needs, goals, and knowledge about money. What we all share is a desire to move towards what we want and to make the most of what we have to work with. Joe has developed a process for managing our actions and approach to money. He applies it with individuals, families, and companies. He has (and will continue to build) the knowledge and experience needed to guide you in a way that fits you.
Hobbies
One of the benefits of living in Seattle, WA is there are no shortage of things to do. Joe takes advantage by skateboarding the boardwalks of Alki beach, riding his bike, playing golf, snowboarding, hiking, and camping in the mountains. He grew up loving to play football, baseball, and basketball and became a huge fan of the Cougars, Mariners, Seahawks, and Sonics (RIP... with hope for resurrection). But most of all, Joe enjoys spending time with his wife Jessica, daughter Ocean, dog Kanga, and they look forward to building a bigger family through foster care and adoption in the years ahead.
Joe Wride is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Helping people make financial decisions to grow, enjoy and protect their wealth
Crafted Finance's Mission
Our mission is to always give financial advice with care and to aid in the pursuit of your ideal life. We will add monetary value during major decisions and in teaching the little things. We want our clients to feel their relationship with us is long-lasting and worthy of keeping.
Why Crafted Finance?
We provide sound advice in the areas most important to you without inserting our own agenda.
- Your financial planning drives everything we do. The size of your portfolio does not measure who you are to us.
- We are straightforward about how we are paid
- You will get personalized advice and attention
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathan Wride is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jonathan Wride is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jonathan Wride is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Joe Wride is a Member of The Western Washington Financial Advisors Network, a group of independent, fee-only financial advisors who are passionate about helping our clients reach their goals
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Jonathan Wride is Quoted in the Wall Street Journal: "A Soon-to-Wed Couple Looks to Coordinate Their Retirement Plans"
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Jonathan Wride is Quoted on RIA Biz: "Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building"
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Jonathan Wride is Quoted in InvestmentNews: "Women whose spouses control the finances may be putting themselves, their families at risk"
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Jonathan Wride is Quoted in The Seattle Times: "Financial makeover: Debt weighs on couple’s dream venture"
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Jonathan Wride is Featured on The Money Hour: "Spring Home Maintenance, Retirement Awareness, & Real Estate Investing"
Contact Joe Wride
Office Locations:
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2501 SW Trenton St
Seattle, WA 98106
