Joseph Whitmer

Office Location

1200 East Paris Avenue SE
Suite 7
Grand Rapids, MI 49546

Phone: (616) 949-5959
Toll free: (877) 949-5959
Fax: (616) 949-6040

Joseph Whitmer


Senior Vice President - Financial Planning

Grand Rapids

About Financial Advisor Joseph Whitmer

  • Joined Financial Engines in 2004. Began his career in the financial services industry in 1999.
  • Earned the Certified Fund Specialist (CFS®) certification(s).
  • Master's degree from Indiana Wesleyan University and Bachelor's degree from Indiana University.
  • Hometown is Fort Wayne, IN.
  • Married to Monica. They have three children: Natalie, Grant, and Meredith.

The CFS® program, offered by the Institute of Business & Finance, is the oldest designation in the mutual fund industry, with over 11,000 financial service professionals having completed the training. This renowned credential incorporates extensive studies, theories, and practical applications.

The CFS® consists of six modules designed to be completed within 15 weeks. There are three non-cumulative exams and one written case study. Designees must meet IBF’s ongoing competency requirements of continuing education (30 hours of CE every two years), adhere to IBF’s Code of Ethics and Standards of Practice, and demonstrate their commitment to ongoing education and professionalism.

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