New Chief Investment Consultant

Joe Maas is the Chief Investment Offcier/Consultant for RK Retirement Solutions, LLC

Joseph M. Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM

 

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, and speaking to industry experts. Mr. Maas holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst Charterholder, which is the world's most respected investment professional's achievement. In addition to the CFA, Mr. Maas earned his reputation as a Certified Financial Planner (CFP®), having fulfilled the requirements of the Certified Financial Planner™ Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas' many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. Mr. Maas also holds a Master of Science in Financial Services (MSFS) from the American College.