Skip to main content

Our financial advice team


Joe Leibfried

Joe Leibfried

CFP®, CRPC®, APMA®

Financial Advisor

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Retirement Plan Distribution

Interests

I am a fan of Iowa Hawkeye sports and New York Yankees baseball.

Golf and Travel are also my favorite pastimes.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors Degree in Finance, 2012 The University of Iowa, Iowa City, IA
Newsletter

to receive my newsletters and other financial and market information

Community participation

Volunteer --Special Olympics of Iowa Winter Games

Founder--Tristate Chapter of 100+ Men Who Care

Rising Star Award--Biz Times