“I chose this line of work because I want to help people.”
Joe Klunder joined Centennial Securities in June 2022 and specializes in retirement planning for his clients. His experience includes two internship years with Centennial as well as one year with Northwestern Mutual. Joe holds licensure for the Series 7, Series 66, and various insurance products.
To meet his clients’ retirement planning goals, Joe’s uses stocks, bonds, mutual funds, 529 education savings accounts, and ETF’s, in addition to utilizing several other financial instruments. Joe also handles life insurance policies and annuities. He works with a team of seasoned advisors that have experience in the industry creating personalized financial plans that fit the objectives of each individual customer. Working with Centennial also gives his clients access to leading financial technology platforms, such as Riskalyze and Money guide Pro.
Born and raised in West Michigan, Joe maintained standing on the dean’s list at Grand Valley State University and graduated with a bachelor’s degree in finance.
His interests include fishing, golfing, boating and generally spending time outdoors. He really enjoys living in the Grand Rapids area and exploring downtown with friends and family.
“I’ve seen how much having a financial plan can take away that extra stress in life and gives people the opportunity to live the way they want to live.”