Joe Funderburk, CFP®, CEPA®, CLU® in

Joe Funderburk, CFP®, CEPA®, CLU®

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Co-Founder/Partner - 3D Wealth Management at 3D WEALTH MANAGEMENT
📍 Greenville, South Carolina, United States

Joe Funderburk is a Co-Founder and Wealth Management Advisor at 3D Wealth Management, specializing in financial planning for business owners, medical professionals, and attorneys. A College of Charleston alumnus holding CFP®, CEPA®, and CLU® designations, he focuses on integrating risk management with long-term wealth strategies.

Joe lives in Greenville, SC with his wife and two children. He is an avid sports fan who enjoys playing golf, spending time outdoors with his family, and actively supports local youth sports in his community.

Before his career in finance, he was the Operations Manager for a skydiving company.

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Experience
25 Years
Current Role
Co-Founder/Partner - 3D Wealth Management
Location
Greenville, South Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joe cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he has a specialized focus on helping business owners prepare for their eventual exit.
Risk Management
His advisory philosophy is built on the belief that a solid financial plan must begin with a foundation of proper risk management.
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Career

Work history

4-2024
Co-Founder/Partner - 3D Wealth Management
3D WEALTH MANAGEMENT
9-2015
Financial Advisor
Northwestern Mutual
1-2003 - 9-2015
Director of National Accounts
Anchor Sign, Inc.
1-2001 - 12-2002
Operations Manager
Blue Sky Adventures, Inc
In the press

Media appearances

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Education
1996 - 2000
Bachelor's Degree
College of Charleston
1992 - 1996
Education details unavailable
Greenville High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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