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Our financial advice team


Joe Chambers

Joe Chambers

Financial Advisor

Vivid Financial Group

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Insurance

Interests

I enjoy spending time with my family. My wife Anita and I and our kids Layla and Shane, have the local playground scene locked down. We know where you can find all the best slides and swings. Let me know if you need some recos. When I'm not being cut in line, I love to golf, travel and read. I still play men's softball Spring through Fall and were always short a guy or two... I love Ohio State football, the Bears and Cubs.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.A. College of the Holy Cross, 4-year letter winner varsity football

Professional associations

  • College of the Holy Cross Alumni Association
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