CFP®, Series 65 Advisory Registration†
Joel believes that the core service a Financial Advisor should offer is simply to help clients reach their financial goals through creative planning and ongoing guidance. That belief has remained the same throughout Joel’s entire career, including his current role where he is responsible for supporting existing clients as well as developing new long-term relationships. In his free time, Joel enjoys cooking, playing basketball and (despite the fact that he attended Tulane) following Oregon Ducks Football!
- BS, Management & Finance, Tulane University
- CERTIFIED FINANCIAL PLANNER™ Professional
- National Social Security Advisor
- Long Term Care Professional
Joel serves clients at our Los Angeles, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.