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CERTIFIED FINANCIAL PLANNER (TM) · Chartered Financial Consultant (TM)
Virtual
In-Person
Specialties
Joseph Leigner, CFP®, ChFC® is an experienced employee benefits and financial professional who has been serving clients since 1994.
He holds multiple licenses along with advanced industry credentials, including the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant™ designations. A graduate of the University of Georgia with a double major, Joe has played a key role in building three successful firms focused on employee benefits and wealth management—one of which was acquired by a company generating more than $1 billion in annual revenue. With a comprehensive background across both employee benefits and financial services, Joe specializes in employer-sponsored programs such as group medical, dental, vision, life, and disability insurance, as well as retirement plans including 401(k)s, SIMPLE IRAs, profit-sharing, and defined benefit plans. Beyond his client work, Joe is deeply engaged in advancing the profession. He serves on the executive board of NAIFA Georgia as President-Elect. NAIFA (National Association of Insurance & Financial Advisors), founded in 1890, is the nation’s original association for insurance and financial professionals. In this role, Joe regularly meets with state and federal legislators, including members of Congress and the Senate—to advocate for both consumers and the industry, reflecting his strong commitment to integrity and leadership within the field.
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Always free for clients.
CERTIFIED FINANCIAL PLANNER (TM), Chartered Financial Consultant (TM)
Chartered Designations
What do these credentials mean?
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I am a CERTIFIED FINANCIAL PLANNER (TM) and Chartered Financial Consultant (TM)