Joe Saari

Joe Saari has a long history of experience in the financial services industry. Joe began their career in 1995 as a Registered Investment Advisor for Equitable (now AXA Advisors). In 1998, they founded and became the CEO of Precision Information, LLC, a publisher of interactive educational experiences. In 2001, they joined the University of Wisconsin Madison as Faculty/Staff, where they helped lead the G. Steven Burrill technology-based business plan competition. In 2002, they became the Business Manager for Michael Best and Friedrich, where they helped develop business plans and launch a software as service based business. In 2010, they founded Financial Fitness Group, an enterprise software company that develops financial e-learning solutions, and served as Founder, Head of Product, and Board Member. In 2019, they joined Founders First Capital Partners, LLC as Founders First COACH.

Joe Saari completed their MBA in Finance & International Business from the University of Wisconsin-Madison and the Wisconsin School of Business between 1996 and 1999.