Joseph Newtz – Financial Advisor, Author & Financial Literacy Advocate


Personal Notes

Joseph NewtzImagine how much money you could make if you could apply the strategies that an accomplished financial advisor uses with his multi-million dollar clients. I provide a bold, no-nonsense approach to money management and provide simple, actionable steps to help you improve your financial life. I am devoted to creating awareness about the need for financial education and the problem of financial illiteracy in our world and strongly believe that “we can all become wealthier by getting smarter about money”.


Joseph C. Newtz began his financial services career in 1988, and is an NFEC Certified Financial Education Instructor. He works with a select group of individuals, families, professionals and business owners during the accumulation and distribution phases of their financial life. He offers a bold, no-nonsense approach to money management and offers up simple, actionable techniques that anyone can use to be successful. “I’ve been doing this kind of work long enough to see every side of the financial spectrum. When I explain to clients about how something works, I am describing actual situations that I’ve personally been through or helped other clients with.”

Joe is a leader in the financial services industry that is on a personal mission to help millions of “Middle-class Americans” dramatically improve their financial well-being.

He was previously the featured columnist for and he has written numerous financial articles and reports. He has recently published a book titled: MoneyRx: your prescription for financial success (available on and also posts a weekly blog at

As a graduate of Clarion University of Pennsylvania, he earned his Bachelor’s degree in Business Administration. He served as an officer in the U.S. Army Reserves and was awarded with the Army Achievement Medal and the Army Commendation Medal.

In his leisure time, Joe enjoys reading, golfing and playing music from his recently released CD: “Crossing Over”.