Joe Cilley, CFP®

Joe Cilley, CFP®, has extensive experience in the financial services industry. Joe is currently serving as the Regional Director of Financial Planning & Wealth Manager at Merit Financial Advisors, where they specialize in assisting individuals who are nearing retirement in pursuing their retirement goals. Joe began working at Merit Financial Advisors in October 2022.

Prior to their current role, Joe worked as an Assistant Baseball Coach at Bethel School District from November 2020 to March 2023. Before that, they were a Wealth Advisor at Triad Financial Strategies from January 2019 to October 2022.

Joe's career in the financial services industry began in May 2011 when they joined U.S. Bancorp Investments, Inc. as a Wealth Management Advisor. Joe stayed with the company until January 2019. Before joining U.S. Bancorp Investments, Joe worked as a Financial Advisor at LPL Financial LLC from March 2002 to June 2011 and at CUSO Financial Services, L.P. from February 2001 to March 2002.

Throughout their career, Joe has gained comprehensive knowledge and skills in financial planning and wealth management. Joe is dedicated to helping clients achieve their retirement goals and providing them with the necessary support and guidance.

Joe Cilley, CFP®, obtained a Bachelor of Business Administration (BBA) with a focus in Marketing Resource Management from Pacific Lutheran University - School of Business, where they studied from 1995 to 1999. During this time, they also attended Northwest Nazarene University from 1997 to 1999, concentrating on Business Marketing. Additionally, Joe holds the certification of Certified Financial Planner™ Certificant. Joe is also licensed in Washington State (WA Insurance License #174568) and is authorized to provide services to residents of Arizona, California, Idaho, Massachusetts, North Carolina, Nevada, Oregon, and Washington.