CFP®, Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration†
Joel has been providing personal financial planning and investment services to corporate executives and high net worth individuals and their families since 1998. He tailors his advice for each client by integrating their life goals with their personal finances, while using his expertise in investments, income taxes, long-term cash flow, estate planning, and employee benefits in the process.
He joined Wealth Enhancement Group in 2017 through the merger with CLA Financial Advisors, where he served as both an advisor and the Chief Operations Officer.
During his free time, Joel loves to travel and spend time with his wife and three children. He graduated from Miami University with a bachelor’s degree in Mathematics and Statistics. He also holds an MBA from DePaul University.
The O'Hara Financial Advisory team is located in our Northbrook, IL office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
†Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.