Joe Boden, CFP®
Joe 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.
Joe 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.
Joe graduated from Western Washington University with a B.A in Business Administration. He is also a Certified Financial Planner™.
A lifelong resident of Washington state, Joe lives in Mill Creek with his wife and two sons, and enjoys skiing, mountain biking, and camping.
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