Joseph Clemens

Joe Clemens, CFP®, EA, AIF® is a founding partner of Wisdom Wealth Strategies and an adjunct instructor at the College for Financial Planning. Joe has been featured in multiple publications, including Reuters, US News, Financial Advisor magazine, the Denver Post, and the Denver Business Journal. He’s a regular 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.

Joe plays a very active role in his community. At the College for Financial Planning, Joe taught the CFP® capstone course, Financial Plan Development, where aspiring CFP® professionals learn to put all the working pieces of a financial plan together. In addition to teaching, Joe is active with the Financial Planning Association of Colorado as a prior board member, and used to sit on The Board of Directors of the Kossler Foundation, a non-profit organization that supports local charities who work to alleviate hunger and stimulate economic development. He has also been a regular volunteer with Rocky Mountain Micro Finance Institute.

Joe was born and raised in Southern California. He moved to Boulder where he 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 and cycling in the Colorado Mountains.