Joseph Guenot, CFCA

Moral Wealth Strategies, LLC

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Joseph works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Charitable Giving,Debt Management,Disability Planning,Financial Planning,Insurance Planning,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning

Clients rely on Joseph for expertise in

Financial Advisor

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. – Galatians 2:20

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Meet Joseph Guenot

Helping clients since 1989

About Moral Wealth Strategies, LLC

In business since 1993

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.

Joseph is Licensed in Arkansas,Colorado,Delaware,Florida,Georgia,Indiana,Maryland,Massachusetts,Missouri,New Jersey,New York,North Carolina,Ohio,Pennsylvania,Texas,Virginia,Washington Joseph has been an NACFC Member since 2006

Our mission is to teach individuals and families how to use Biblical principles for handling money and possessions. We believe people shouldn't have to put their moral convictions in the closet in order to plan for their financial future.

Moral Wealth Strategies, LLC 1453 Steele Hollow Rd Julian, PA 16844

Office Phone: 814-692-4034 Direct: 814-692-4034

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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