Joe Conklin Shure (CFP®, EA)
Joe Conklin Shure focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Millennials
- Novice Investors
- Socially Responsible Investments
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Millennials
- Novice Investors
- Socially Responsible Investments
Planning Specialties
Helping professionals navigate career transitions, optimize cash flow, and build financial strategies that align with their values. Expertise in holistic planning for high earners seeking greater autonomy, mission-driven professionals maximizing their resources, and couples balancing financial decisions together.Additional Information
I serve as President-Elect of the Financial Planning Association of New Jersey and lead its Pro Bono Committee, organizing financial education programs and tax prep initiatives for underserved communities. Nationally, I serve on the FPA’s Diversity, Equity & Inclusion Committee, working to expand access to financial planning. I also volunteer as a tax preparer with my local United Way chapter, helping low- to middle-income families navigate the tax system. When I’m not deep in spreadsheets, you’ll find me losing tennis matches to players twice my age (or more) or traveling with my wife, Gina, across the country to run half-marathons—only to eat so much of the trashiest local food to more than cancel out any calories I might have burned running the race :)NAPFA Start Date
February 06, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.