Office: 206-652-4314

Email: info@truenorthwa.com

The trueNorth Advantage

Fee-Only
Comprehensive Financial Planning
Globally Diversified, Low Cost Portfolios

Joseph Hebert

Joseph Hebert
CFP®
Phone: 
(206) 652-4314

Joe co-founded trueNorth with Karen O’Brien in 2001.  His goal is to work closely with clients, making complex financial choices easy to understand, and guiding clients to achieve their goals.
 
Joe plays an active role in the financial planning community and is a past President of the Financial Planning Association of Puget Sound.   During his tenure as leader of the 400+ member organization, Joe focused on increasing member participation in leadership roles and financial industry reform.

Born and raised in Seattle, Joe grew up in a family with 10 children. He now lives on beautiful Bainbridge Island with his wife and two daughters. Joe is an avid swimmer and cyclist. If he is not volunteering to help officiate a swim meet, you can usually find him enjoying the outdoors with family and friends.

Licenses & Registrations
CERTIFIED FINANCIAL PLANNER™ Certificant
 
Education
Bachelor of Science in Electrical Engineering – University of Washington
College for Financial Planning – CFP® educational program
 
Professional Affiliations
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA®)
 
Leadership Roles
2012 Board Chair - Financial Planning Association of Puget Sound
2011 President - Financial Planning Association of Puget Sound
2011 University of Washington Continuing Education CFP® Advisory Board
2010 President-Elect - Financial Planning Association of Puget Sound
2009 Corporate Resource Director - Financial Planning Association of Puget Sound
2008 Sponsorship Director - Financial Planning Association of Puget Sound
 
Speaking Experience
2013 University of Washington Masters in Accounting Program, Guest Lecturer
2012 University of Washington Masters in Accounting Program, Guest Lecturer
2011 Mayor's Office for Senior Citizens, Financial Risks and Securing your Future, Speaker
2011 FPA/National Council of Mayors, Financial Planning Day, Topic Expert Advisor
2011 FPA/King County Asset Building Coalition, Financial Fitness Day - Topic Expert Volunteer
2011 FPA of Puget Sound 8th Annual Symposium and Exposition, Master of Ceremonies
2010 FPA/National Council of Mayors, Financial Planning Day, Topic Expert Advisor
2010 Your Money Helpline - Topic Expert Volunteer
2010 University of Washington Masters in Accounting Program, Guest Lecturer
2009 University of Washington Masters in Accounting Program, Guest Lecturer
2008 University of Washington Masters in Accounting Program, Guest Lecturer
 
Press Citations
The Associated Press - Parents Find Prepaid Tuition Was Smart Bet, The Seattle Times June 30, 2009

trueNorth Wealth Advisors is a registered trade name of trueNorth Financial Services, LLC, and is registered in Washington and New Hampshire. The Advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration.

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