Biographical Info Joseph Guenot is a registered securities and life/health representative who has worked in the financial industry since 1989. He is a Certified Senior Advisor (CSA), a member of the National Association of Christian Financial Consultants (NACFC), a Christian Financial Consultant Advisor (CFCA), and a member of the Financial Services Institute (FSI). He formed Guenot and Associates in 1991 to help individuals, families, and businesses with their finances because he believed basic financial principles should be understandable and workable for the average person or business. In 2003 he attended the PA Homeschool Convention in Harrisburg and heard about a tool that evaluates what companies do and what values they support. After examining his own portfolio he was shocked to discover he was investing in companies whose actions and values violated his own personal and moral beliefs. Thus began the process of switching his practice from a Christian financial planning perspective to a Biblical one. In 2006, he joined the broker-dealer, CFD Investments, Inc. based in Kokomo, IN. The “cfd” companies are financial organizations dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself. In 2009, Guenot and Associates became Moral Wealth Strategies, LLC to better define the nature of our business philosophy. We believe in using Biblical principles for handling money and possessions and then incorporating these principles into both our personal and professional life. Joe and his wife, Sharon, have been married for 30 years and have four children. Joe served in the U.S. Army Reserves from 1986-1992. Sharon has her B.S. from Penn State University and assists with administrative duties in the office.
Level Starter
Start Date April 18, 2024
Address
1453, Steele Hollow Rd
Julian, PA 16844
US
Phone Number (814) 692-4034
Favorite Scripture Verse I have been crucified with Christ; and it is no longer I who live, but Christ lives in me; and the life which I now live in the flesh I live by faith in the Son of God, who loved me and gave Himself up for me.
Scripture Reference Galatians 2:20
Profession Financial Advisor
Professional Focus Biblically Responsible Investing (BRI), Charitable Giving, Debt Management, Disability Planning, Financial Planning, Insurance Planning, Legacy Planning, Long-Term Care, Retirement Planning
Website
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Firm Moral Wealth Strategies, LLC
About In the late 1980s a hard-working husband and wife discovered the investments they’d purchased to send their son to college weren’t enough to cover his expenses. No one had taken the time to help them develop a financial plan. How many others were out there in the same situation? Why did basic financial principles seem too complicated for the average family? I was the youngest son of that couple and from this point on, I made it my mission to find out why they weren’t prepared and how to help them and others. In 1991, Guenot and Associates was created for the sole purpose of helping individuals and families design their financial goals. We believe that basic financial principles should be understandable and workable for anyone. We educate our clients with basic, time-tested financial principles and then guide them through a specialized long term plan. In 2003 our family attended the PA Homeschool Convention in Harrisburg and heard about a program that evaluates what your investments support. After examining our own portfolio we were shocked to discover we were supporting companies that violated our own personal and moral beliefs. Thus began the process of switching our practice from a Christian financial planning perspective to a Biblical one.