Joe F. Schmitz Jr., CFP®, ChFC®

Joe F. Schmitz Jr., CFP®, ChFC®

Founder, Peak Retirement Planning

As owner of Peak Retirement Planning, Joe Schmitz Jr. specializes in comprehensive retirement planning. Joe focuses on helping clients grow and preserve their wealth. Through tax-efficient strategies, Social Security optimization and proactive health care planning, Joe helps clients feel confident in their financial future and the legacy they leave behind. 
Joe graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he played basketball and ran track. He has lived near Columbus his entire life.
When Joe is not in the office, you can find him running, hiking, biking or reading. He also enjoys traveling and spending time with family and friends.

Phone: 614.500.4121 | Email: joe@peakretirementplanning.com | Website: www.peakretirementplanning.com (opens in new tab)