Joe F Shinske III
Joe F Shinske III
Financial Services Representative
(480) 756-4701 or
(800) 255-8599
803 E Devonshire
Phoenix, AZ 85014
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CA Ins. License #: 0G17654

My Background

Over the last 20 years, through workshops, seminars and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time. I’ve done this with a strong individualized focus on investment time-line, comfort level with risk, and overall financial goals. Working together, we can create a strategy geared towards meeting three key financial milestones:

  1. wealth accumulation during your working years;
  2. security and independence in your retirement;
  3. transfer of assets in the most advantageous way.

Since 2004, I have been a trusted partner of First Credit Union and have a strong history of working with credit union members, their family and through referral their friends. Specifically, we can make sure you have solid answers to your financial planning questions and make sure you understand your company sponsored retirement plan like the Thrift Savings Plan or your employer sponsored 401k plan. I can help you:

  • Determine what to do with existing retirement plans from previous employers;
  • Develop additional financial planning strategies that may be needed to meet your unique goals;
  • Working together, I'll help you develop your strategy to build, protect, use and transfer assets in the most tax advantageous way.
  • Periodically, we'll review your current situation and make adjustments as needed.

It’s easy to get started!  Please contact me for a no-cost, no-obligation consultation at 480-756-4701.

As a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC., I’m also a licensed representative of CMFG Life Insurance Company.   Some additional things I’d like to share:

My education . . .

  • BSBA in Finance from Northern Arizona University
  • Registered to sell securities since 1996

Affiliations . . .

  • Former Board of Directors for St. Joseph’s Hospital Foundation
  • Former member of Barrow’s Neurological Foundation’s Investment Committee

Career Highlights . . .

  • Manage over $60 million in assets
  • Financial Advisor with First Credit Union since 2004 assisting the 40,000 members with all of their financial planning needs

Personal . . .

  • Father of teenage triplets
  • High School Basketball Coach

Professional Services
  • 401(k) Planning
  • Wealth Preservation
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Retirement Income Planning
  • Financial Planning
  • Insurance Planning
  • Investment Management for Seniors
  • Education Funding