Joe DeFrank | Wealth Strategist

ABOUT JOE

Joe DeFrank is Unbridled’s Wealth Management Strategist born and raised in Hartford, Connecticut. Growing up in a small town allowed for tight knit relationships with family and close friends to flourish and continue on to this day. Following his love for the outdoors and snowboarding, led him to college at the University of Nevada, Reno, near the mountains of Lake Tahoe. Being the son of a CPA, numbers and business came naturally. Joe completed his undergrad in accounting and Masters of Science in Finance at the University of Nevada.

Upon graduating, a job opportunity invited him to San Diego, California to work with TD Ameritrade Institutional, where he spent 6 years with the company expanding on his knowledge of finance and the markets. During this time he was able to obtain his ChFC license, series 4,7, 24, and 63.

In 2022, Joe followed the mountain’s call to Colorado, where he spends free time outdoors with his girlfriend, their pets, and family. He enjoys snowboarding, camping, hiking, exercising, and playing guitar. With strong core values of family first and profound knowledge of the finance markets and wealth management, Joe is eager to serve our community in achieving their life financial goals.

Areas of focus include growing families, young career focused individuals, entrepreneurs, and business owners.