About
Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals.
Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time.
• CERTIFIED FINANCIAL PLANNER™ Professional
• NATIONAL SOCIAL SECURITY ADVISOR®
• CERTIFIED LONG-TERM CARE Professional®
Education
- BS, Tulane University
Awards
- Forbes Top Next-Gen Best-In-State Wealth Advisors - #15 – Southern California¹
Awarded 8/6/25 for the period 3/31/24-3/31/25.
Resources from Joel Callagan
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation