About Us
Staff
Joseph Finneran, CFP
Joe Finneran, head advisor for the Stewardship Foundation, is a Certified Financial Planner since 1985. He has been in the financial consulting industry for over 25 years. Formerly the president of Financial Management Consultants, Joe has worked with clients on a wide range of financial opportunities. His expertise is in Estate Planning, Retirement Planning, and Charitable Giving. He has extensive professional experience in Investments, Business Planning, Financial Consulting.
As a financial consultant, Joe has a true passion for helping others meet their financial goals and has used this to motivate him through the founding of The Stewardship Foundation. As the guiding force in its development, Joe has seen in his work the importance of appreciating the blessings of life through financial stewardship and charitable giving, a vision of understanding and purpose that Joe plans to keep in his work while continuing his strong focus on the desires of the client.
Joe earned a M.A. from The Ohio State University and his B.A. from Bowling Green State University. He is a popular speaker for organizations seeking his expert perspectives with estate, business, financial and retirement planning, specializing in using charitable giving in retirement planning.
Joe and his wife Rosemary have been married for over thirty years and celebrate daily their lives with their four children Patrick, Sean, Ryan, and Mary Rose.
Patrick Finneran, Financial Consultant
Patrick Finneran, son of Joseph Finneran, has been a part of the Stewardship Foundation’s advising team since 2011.
He is a graduate of Miami University’s Farmer School of Business with a degree in Economics. After graduation, Pat entered the Financial Services sector in Columbus as a Financial Advisor. He is currently working toward certification as a Certified Financial Planner (CFP).
Patrick has grown in appreciation and passion for the work of the Stewardship Foundation. He brings a young, fresh perspective toward the role of financial and charitable planning for families and successful small businesses.