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Professional

Joe Aebi started his professional career in public accounting, working with privately held businesses and successful individuals. Certified Public Accountant (CPA) is the statutory title for qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.  The Northwestern Mutual Financial Network provided Joe Aebi with an atmosphere of strong character, and a high integrity level where he could continue to build a career with confidence.

Now, after 13 years in the business of helping people wth their finances, Joe Aebi finds the most satisfaction in connecting his clients in a personal way to help them define, develope and acheive their most important goals in life. He helps people to determine their legacy.

 

My Designations
 
The CLU® designation
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
 
The ChFC® designation
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
 
 

Associations and Memberships

Member of the National Association of Insurance and Financial Advisors.
Member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.

Years of Experience

I have been a Financial Representative since 2001.

Education

Degree Major Institution
Bachelor of Arts Accounting Franklin University

Awards and Recognition

National Quality Award   2004-2009
Award recognizing persistency and performance