Joe Chappius is a seasoned financial professional and co-founder of UnderPar Planning. With over a decade of experience in the financial services industry, his firm specializes in helping clients align financial resources with life goals and crafting personalized strategies that optimize their financial success.
Joe has contributed to Assurance.com and TaxClimate.com, offering his expertise on Medicare, health, life insurance, and tax planning. He brings this depth of insight into his writing, offering authoritative advice grounded in practical experience. He is currently the Head of US Market for Financer.com, where he continues to share his expertise.