Connect with Joe:

Joe Rudnicki truly enjoys interacting with clients. As a Chartered Retirement Planning Counselor™ (CRPC®) and Wealth Advisor at Strategic Wealth Partners, Joe excels in forging a genuine connection with his clients—not only by designing custom-tailored solutions for their financial needs, but also by acting as an educator to demystify the financial planning process. Given his affable, empathetic nature and vast knowledge base, clients easily warm up to him.

Joe started at SWP in 2014 as a planning analyst, but soon realized a back-office position didn’t provide the opportunities for social connection he craved. With his strong base in analytics, he transitioned to a Wealth Advisor role so he could help clients realize their individual goals and design the most effective plan to achieve them. With his competitive tendencies, Joe is always focused on results. Perhaps he can attribute his encouraging nature and passion to his background as a college cheerleader and cheerleading coach.

Joe earned his B.A. from the University of Akron in business administration. When he’s not working, Joe loves spending time outdoors, playing disc golf, wake surfing, and racking up quality time with his family in Marblehead. He also still coaches cheerleading. Joe currently resides in Akron, Ohio.