Joe is the founder of Fareed Wealth Management. He applies his engineering and business backgrounds in creating the firm’s disciplined approach to comprehensive financial planning and investment management. He generally works with corporate executives and retirees who appreciate his integrity and ability to analyze complex financial situations and to develop and communicate recommended strategies. He has worked with his staff for the past 15+ years to develop advanced processes for financial planning and portfolio construction. He was a CERTIFIED FINANCIAL PLANNER™ (CFP®) from September 2003 through April 2023 and has a B.S. Industrial Engineering from The University of Tennessee and an MBA in Finance from The University of Texas, Dallas.
Prior to becoming a fee based financial planner in 2000, Joe worked for over 13 years at Bridgestone / Firestone and Texas Instruments in the areas of investment analysis, strategic planning, and manufacturing engineering.
Joe enjoys a variety of outdoor activities and has been actively involved in the non-profit community. He was vice president of the board of directors of the Belmont Mansion Foundation, a former board member and past president of Friends of Radnor Lake, and a former Board of Governors member of the University of Tennessee National Alumni Association. He also was active in Big Brothers/Big Sisters of Middle Tennessee for over 5 years.