Joe Kula is one of nine partners at Cornerstone Advisers and provides financial services to clients in the Springfield and Bloomington areas.
Joe grew up in the Chicago suburbs as a middle child with four siblings and was a first-generation college student, attending Western Illinois University on a football scholarship. While at WIU, Joe began working for the IRS as an intern, and continued working there until 1980, when he started his career as a financial and tax advisor.
Joe provides holistic financial planning services for individuals, families and businesses in the Springfield and Bloomington areas, and has obtained his CPA and CFP designations to assist him in providing the best possible solutions for his clients. Joe especially enjoys being able to work with clients for long stretches of time, moving from the stage of saving through the transition to retirement.
One of the biggest challenges Joe sees his clients face is staying focused on their long-term goals instead of being distracted by the constant changes in the economy and opinions of the media. After spending over three decades working in the financial services industry, Joe has seen the benefits of concentrating on the future, and the necessity of having a team of trustworthy advisors personally behind each client in order to help them navigate through the transitions of life.
When he’s not helping his clients, Joe assists other financial advisers who are affiliated with Cetera Financial Specialists as they get started and build their financial services practice. Joe enjoys spending time with his family and staying active by playing tennis and jogging. In 2013, he ran the Chicago Marathon and even appeared on the front of a Wheaties box.
3201 S Meadowbrook Rd
Springfield, IL 62711-7045
207 W. Jefferson St., Suite 501
Bloomington, IL 61701