Joe Zurschmiede, CFP®, JD

Senior Associate

Louisville

Client Advisory

Biography

Joe is a Senior Associate in the Louisville office, where he assists clients with matters related to estate planning, taxation, and financial planning.

Prior to joining Cerity Partners, Joe served as a Financial Advisor & Legal Strategist at ARGI Financial Group. Before ARGI, he worked as a law clerk for a full-service, regional law firm in Louisville.

Education

  • B.S.B.A. in Finance from Ohio State University
  • J.D. from the University of Louisville, Brandeis School of Law

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Admitted to the Kentucky Bar Association

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.