My Profile | Network In Action
  • Basic Information

  • Company
    Triad Financial Strategies
  • Phone
    2532727058
  • Mobile phone
    2534687058
  • Email
    joe@triad-fs.com
  • What is your "why"? Why do you do what you do?
    Everyone has a story. I love to help my clients imagine what their future chapters may be like and to help them write the pages.
  • About me
    My wife and I are working to launch three kids into adulthood! We love family time, experiencing new things together, and also continuing the traditions that we love.
  • Profession
    Financial Advisor
  • Title
    Wealth Manager
  • Hobbies and interest
    Cycling, running, hiking, fishing . . . anything outdoors. I'm also a hopeless baseball fan!
  • Website
    www.triad-fs.com
  • Contact Information

  • City / Town
    Tacoma
  • Describe your perfect referral
    I'm looking for people who know that making a financial plan for their future now is the best way to shape their future intentionally. I work with business owners, government employees, employees of large corporations with complex benefits packages, and also employees of small businesses who need to figure out their financial strategies from scratch.
  • State
    WA
  • Zip
    98406
  • Country
    United States
  • Special offers to the group
    Any member of the group will have their plan fee for a Comprehensive Retirement Analysis waived.
  • LinkedIn Profile
    linkedin.com/in/josephcilley
  • Education

  • College / University
    Pacific Lutheran University
  • Graduation Year
    2000
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Are you confident in your financial plans for your future? Do you have decisions that need to be made now? Do you have a relationship with a trusted advisor?
  • Describe How You Would Like To Be Introduced Via Email
    My small firm utilizes a team to provide personal advice through planning, wealth management, and education. I have two decades of experience helping clients make plans for their future and invest their money.