Joe Boden, CFP®

Washington State Icon Seattle, Washington
Vice President/Partner
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About Joe

Joe Boden is a seasoned financial professional with nearly three decades of experience in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals. A Certified Financial Planner™, he joined the EP Wealth Advisors family along with other members of the Conlon Dart Wealth Management team in 2019. Previously, he counseled hundreds of high net worth clients as a vice president and senior account executive at Fidelity Investments. A lifelong resident of Washington state, Joe graduated from Western Washington University with a Bachelor of Arts degree in business administration. Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking and camping.

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Education

Western Washington University, B.A., Business Administration

How can Joe help?

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Joe works in our Seattle office in Washington, see their office information here.
Seattle Office

Financial Tip

Start investing early and consistency and let your money work for you, instead of trying to play catch up later in life.