The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Joe began his career as a financial adviser with Merrill Lynch over 27 years ago. In 2006, Joe founded Fendz Asset Management to deliver unbiased advice and guidance to his clients. Since then, he has focused on promoting a work-life balance many...
ABOUT JOE
Joe began his career as a financial adviser with Merrill Lynch over 27 years ago. In 2006, Joe founded Fendz Asset Management to deliver unbiased advice and guidance to his clients. Since then, he has focused on promoting a work-life balance many people aspire to achieve through carefully designed wealth solutions. LinkedIn
