Joe Clemens, CFP®, EA, AIF® is a founding partner of Wisdom Wealth Strategies. Joe was previously an adjunct instructor at the College for Financial Planning, and has been featured in multiple publications, including Reuters, US News, Financial Advisor magazine, the Denver Post, and the Denver Business Journal. He has been a contributor to Moneyline on 9 News, and has given presentations to the Financial Planning Association and Metro State University.
Joe’s financial planning practice revolves around simplifying the complexities associated with financial, tax, and retirement planning. He is focused on creating plans that put his clients in a position to have more options, so they can navigate the various financial stages of life. By creating clear and actionable plans, Joe helps his clients build their net worth while minimizing taxes.
In addition to being a Certified Financial Planner™ professional, Joe is also an Enrolled Agent. Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Through careful analysis of both direct and indirect tax consequences, Joe helps his clients achieve their goals in an efficient manner.
Originally born in Southern California, Joe moved to Boulder to attended the University of Colorado. After graduating, Joe decided to make Colorado his permanent home. He is married with two daughters. His passions include skiing, road cycling, and mountain biking in the Colorado Mountains.