Broker Check
Joanna Craney, ChFC®,ChSNC®, WMCP®

Joanna Craney, ChFC®,ChSNC®, WMCP®

Partner, Special Needs Planner

Hello. I am the co-founder of Empowered Financial Strategies. I am steadfast in building meaningful relationships with my clients, understanding their core values, and partnering with them to identify their evolving needs and financial objectives. I build and implement custom solutions to help each client achieve their financial goals through all of life’s stages. My client-service-oriented nature makes my clients feel right at home and part of the family.

Education has played a key role in my life. I received my Bachelor’s degree from Gwynedd Mercy University. Thereafter, I received a Chartered Financial Consultant (ChFC®) designation and Chartered Financial Special Needs Consultant (ChSNC®) designation from The American College. I hold a Life and Health license and FINRA Series 6, 63, 65 and 7 Securities Licenses.

Growing up with siblings with Down Syndrome and mental illness has offered me the ability to extend my services into the special needs community. I am keenly aware of the unique challenges of caring for loved ones with special needs and the specialized planning process necessary to ensure a secure financial future for people with disabilities.

When working with parents and caregivers of those with disabilities, I create a comprehensive plan for their own personal needs and the current and future needs of their children or loved ones. I understand that a fiduciary carries even more weight when making these critical legal and monetary decisions. Some areas I lend expertise and assistance include the following:

  • Planning income streams to support future care and quality of life.
  • Protecting and maximizing government benefits.
  • Legacy funding strategies for future care and quality of life.
  • Designing a three-person retirement.
  • Care management.

I reside right outside of Philadelphia with my family in a small, tight-knit community where I enjoy running, racing, yoga, entertaining and family fun. I am steadfast in my advocacy for women and the disability community. I am involved in Achilles International Philadelphia Chapter, Aaron’s Acres and am well connected in various professional women’s organizations. I lead 1847Financial’s Women Advisory Study group where I cultivate women’s empowerment in the financial industry.