Meet Joe Runza2021-08-20T18:11:29+00:00

Meet Joe Runza

Joe Runza is a licensed financial professional and federal employee benefits consultant specializing in helping clients prepare for retirement. Based out of Cleveland, Ohio, he has been a trusted expert in the financial field since 2013. In addition to retirement planning, his background in the following subjects makes him a valuable resource to the clients he serves: 

  • 401k/TSP/IRA Rollover Planning
  • Social Security Maximization
  • Tax-Free Income Planning
  • Tax-Free Wealth Transfer 
  • Balanced Financial Portfolio Management 
  • Final Expense Planning 
  • Life Insurance

Joe and his team use an educational & fun approach to working with their clients. It is important to Joe’s team that they can have fun with like-minded individuals during the process of educating them on what their best options are for accomplishing their future goals.

When Joe’s not working on the client’s needs and education, he is active in full-time “Dadding.” Joe and his wife Nicole have a dynamic blended family of 4 children, ages 14 to 14 months! The Runzas are active in their local Non-Denominational Church. Joe enjoys going on men’s retreats while Nicole sings in Sunday morning worship. Outdoors is where you can find them on the weekends, enjoying the natural beauty via mountain biking, picnicking, camping, kayaking, boating, or just sitting in the sand being grateful. The Runzas give all glory to God and look forward to helping serve their client’s needs at every corner of life. 

Learn more about Joe and his no-nonsense approach to Retirement Planning: