Joey Loss, CFP®
Plan > Simplify > Prosper
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Serving Clients Nationwide
Plan > Simplify > Prosper
Areas of Focus
- Employee Stock Options
- Estate Planning
- Exit Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
About Joey Loss, CFP®
Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners.Joey offers comprehensive financial planning, transition planning and investment management services to his clients. He directs the financial planning processes at Strivus Wealth Partners with a blended emphasis on income planning, tax planning and estate planning.
Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website. He is also a regular co-host of the Van Wie Financial Hour on WBOB 101.1 / AM600 at 10:00AM on Saturdays.
Joey has been a student and practitioner of financial planning for over 10 years. He has spoken at financial planning conferences on the topics of Planning Process and Advisor Development. He founded and built a financial planning firm in Jacksonville for several years before merging practices with his business partner, Adam Van Wie, CFP® to launch Strivus Wealth Partners in 2025.
Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in Neptune Beach, Florida. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues or baseball.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to go to our scheduling page, where you can book a Complimentary Initial Consultation with my partner and me. On this call, we discuss your questions and share how we work with clients.Offers Investment Management
Yes
About Strivus Wealth Partners
Strivus Wealth Partners is a financial planning and investment management service firm committed to helping individuals and families build, preserve, and enjoy wealth across their lifetimes.We are independent, fee-only, CERTIFIED FINANCIAL PLANNER® (CFP®) professionals serving clients across the United States from our office in Jacksonville Beach, Florida.
Throughout our ongoing planning process, we help you:
▪️ Build or maintain "wealth" as defined by your vision for life -- whether you seek a comfortable retirement, extra flexibility, travel, or a bigger boat.
▪️ Protect what you've built through prudent estate planning, insurance analysis and tax mitigation strategies.
▪️ Create ongoing clarity and peace of mind around your financial picture while translating opportunities into action.
With over 40 years combined experience in the wealth management industry, we bring a blend of timeless wisdom and modern technology to each client relationship. The advice we deliver to clients is first filtered and refined through the crucible of our combined experience.
As independent, fee-only financial planners, we have a fiduciary responsibility to put our clients’ interest ahead of our own – always. This means we will never try to sell you any products and we do not accept any commissions. Instead, our interests align with your interests. The only party who compensates us is you.
Education
Virginia Tech, Bachelor of Applied Science (BASc), Applied Economic Management (CFP® Track)
Volunteer Experience
He currently serves as Co-Chair and Treasurer for the Genesis board of the National Association of Personal Financial Planners (NAPFA). Before his service to NAPFA, he served for many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. This volunteer work is where he originally met his now business partner, Adam.
Hobbies and Interests
- Baseball
- Cooking
- Family
- Fishing
- Golf
- Music
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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