Independent Wealth Advisor
Joseph Roubik, began his financial advisory career in 1995. Founder of MoneyWise Planning Group LLC as an Independent Wealth Advisor in 2003, he currently practices through Woodbury Financial Services, Inc. In 2016, he joined Focused Tax Solutions to add tax prep and tax planning. He has extensive experience and training in retirement income, tax and estate preservation planning.
Born and raised in West Allis, WI, he graduated from Marquette University receiving a bachelor’s degree in Sociology and Interpersonal Communications. He holds a master’s degree in Business Administration from Cardinal Stritch College and currently resides in Muskego, WI.
Joe is a member of the Tenacity Advisors Group (TAG), a family of independent financial professionals who meet regularly to share education, experience, and best practices. He also enjoys volunteering and serving on the Pastoral Council of St. Leonard Parish in Muskego, WI.
Joe speaks of his life work with passion. “I have the best job! Every day my staff and I work hard to bring success and confidence to our clients. Knowing that we have helped so many people reach their financial goals and build a financially sound moneywise life is why we do what we do.”
Joe Roubik's State Licenses:
Securities: AZ, CA, CO, DC, FL, IA, IL, MI, MN, UT, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI