Insurance & Financial Services
CA Insurance License #: 0B71633
Joe W. Scheid established his financial planning and asset management practice in 1994. He obtained his Bachelor of Science Degree in Real Estate Finance from Arizona State University in 1987. Joe is an Investment Advisory Representative with MML Investors Services, LLC, a registered broker/dealer (Member SIPC). He is also Certified in Long-Term Care (CLTC) and a Special Care Planner. Joe is a Court of the Table Qualifier (2007) and 13 time Qualifying Member (1997, 2003-2014) of the Million Dollar Round Table and is a member of the Society of Financial Professionals. Joe currently serves as Chair of the Professional Advisory Team for the Board of Directors of the 100 Club of Arizona, a 501(c)3 Corporation serving First Responders in the state of Arizona. Joe is also the Past President of the Board of the 100 Club of Arizona (2006-2008).
Joe resides with his wife, Jennifer, in Chandler, Arizona. Joe enjoys outdoor activities, travel, exercise and music. Joe is also very involved in his church and community.
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual). Joseph Scheid is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. OSJ, 17550 N. Perimeter Drive, Suite 450, Scottsdale, AZ 85255, (480) 538-2900. Strategic Financial Concepts is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies
Area(s) of Focus
- Insurance Strategies
- Investment Strategies
- Special Care