Joey Loss, CFP®
Plan > Simplify > Prosper
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Strivus Wealth Partners
Joey Loss, CFP®
Jacksonville Beach, FL
Serving Clients Nationwide
Plan > Simplify > Prosper
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
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 hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website.Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025.
Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018.
Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a suitability meeting that can take place in our office or video online. This is a chance for us to discuss your questions and share how we work with clients. I look forward to speaking with you.Offers Investment Management
Yes
About Strivus Wealth Partners
At Strivus Wealth Partners, we provide comprehensive financial planning and investment management services to individuals and families seeking to integrate their dreams, goals, and values with their financial roadmap.We are independent, fee-only, CERTIFIED FINANCIAL PLANNER® (CFP®) professionals serving clients across the United States from Jacksonville Beach, Florida.
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 and the only party who compensates us is you.
We advise clients in all phases of life and specialize in the following three groups:
✔️ Individuals and Families Approaching Transition
✔️ Rising Employees with Equity Compensation
✔️ Business-Owners Approaching Exit
Throughout our ongoing planning process, we help you do several things:
▪️ Build or maintain "wealth" as defined by your life vision (whether that's extra flexibility, travel, or just a bigger boat).
▪️ Protect what you've built through prudent estate planning and insurance planning (we serve as an advisor and guide through the insurance process, but don't sell it ourselves).
▪️ Create ongoing clarity and peace of mind around your financial picture and what that picture means in real-life terms.
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.
Education
Virginia Tech, Bachelor of Applied Science (BASc), Applied Economic Management (CFP® Track)
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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