Joe Kerrigan is a Retirement Plan & Wellth Advisor with Strategic Retirement Partners, where he works with business owners, retirement plan sponsors, individuals, and families to help them make informed financial decisions. He works alongside retirement plan sponsors to help them navigate the ongoing responsibilities of sponsoring a retirement plan through investment reviews, committee support, participant education, and strategic guidance. Joe also works closely with individuals and families to develop personalized financial plans, retirement income strategies, investment portfolios, and insurance solutions tailored to their goals.

Joe believes the foundation of every successful client relationship is trust, communication, and understanding. He enjoys getting to know each client’s unique situation and simplifying complex financial topics so they can make confident decisions. Whether working with an employer on a retirement plan or helping an individual prepare for retirement, Joe is committed to providing thoughtful guidance and personalized service.

Joe earned a Bachelor of Science in Finance from The Ohio State University and holds the Series 65 license.

Outside of work, Joe enjoys golfing, staying active through fitness and running, is an avid sports fan, and values spending time with family and friends.