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Our financial advice team


Joseph Stemmle

Joseph Stemmle

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Riverstone Wealth Advisory Group
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

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

Areas of focus

  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Interests

  • Volunteering with Virginia Commonwealth University
  • Sports like basketball and football
  • Trying out new restaurants, breweries, and wineries.

Awards & recognition

  • InvestmentNews, 40 Under 40 , 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Life, Health and Annuity licenses
  • Series 7, Series 66

Education

  • Virginia Commonwealth University | Bachelors of Science in Financial Planning
  • Virginia Commonwealth University | Bachelors of Science in Real Estate
Newsletter

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Community participation

In 2020, working with our clients, we donated monies and food equaling 31,357 meals to FeedMore, Central Virginia's core hunger relief organization. Personally, I am a dedicated VCU alumnus. As President of the VCU Richmond Chapter, I accepted the 2018 Governor's Volunteerism and Community Service Award for outstanding Education Organization. I have also received: VCU Alumni's 10 Under 10, 2016; VCU GOLD Award; Phi Kappa Psi - 2016 John D. Watt Dedicated Service Winner and Outstanding Young Alumnus, 2016.

  • Financial Planning Association, National NexGen President
  • VCU Richmond Alumni Chapter - President.
  • Financial Planning Association Central VA, President-Elect
  • VCU Alumni Board of Governors, At Large Board Member