Joe McInerney, EA, CFP®, MPAS

Since 1992, Joe McInerney has been helping people achieve their financial goals through customized, unbiased advice that puts them on the road to wealth-building success. 

Joe works closely with clients to understand their situation, motivations, and objectives before crafting a financial plan that speaks to their unique needs. Individuals, families, and small business owners turn to Joe for his expertise in tax planning, wealth management, retirement planning, and risk management. His deep commitment to helping them make the most of their assets has earned him the loyalty of a longstanding client base. 

As part of his commitment, Joe seeks to enhance his own professional knowledge through ongoing education. In 2007, he received a Master’s of Science in Taxation from Golden Gate University. In 2014, Joe earned a Master’s of Personal Financial Planning through the College for Financial Planning. 

For Joe, the greatest reward of his professional life comes from using his experience and knowledge to help people avoid common pitfalls and realize their financial objectives. 

Joe lives in Phoenix with his wife, Karri, and their dog, Hudson. As emerging empty nesters, their home also serves as a touch-and-go landing pad for their three nearly grown children. Outside the office, Joe enjoys travel, genealogy, photography, and golfing from the rough.

Joe's Credentials

Joe earned the Certified Financial Planner™ (CFP®) designation in 1999, after a rigorous course of study and a comprehensive board examination. As part of their certification, A CFP professional commits to CFP Board to act as a fiduciary - which means to act in the best interest of the client at all times when providing financial advice and financial planning. For more information, including what to look for in a financial planner, visit the Certified Financial Planner Board of Standards.

Also in 1999, Joe passed a two day, four part exam administered by the IRS and became an Enrolled Agent (EA). With this designation, he is federally licensed in all fifty states to represent taxpayers before the Internal Revenue Service.

In 2015, concurrent with his Master's of Personal Financial Planning, Joe was awarded the Master Planner Advanced Studies (MPAS) designation.

All three designations require ongoing continuing education and a commitment to high ethical standards.

Joe is registered as an Investment Advisor Representative and he is licensed in the state of Arizona as a life, health, and disability insurance agent.

What to Bring to Your Meeting

Location

6930 East Chauncey Lane Suite 220
Phoenix, AZ 85054

Joe provides tax preparation, tax planning, and tax representation services through a wholly owned company, JMFS, Inc. Financial planning, financial consulting, and investment management services are provided through Wisdom Wealth Investment Advisors, LLC.

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