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.
Prov. 22:7 The rich rules over the poor and the borrower becomes the lenders slave.
Joe and his wife, Sharon, have been married for 32 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.