Joel Callagan
Senior Vice President, Financial Advisor
CFP®, CEPA®, CLTC®, NSSA®
Office Information
Contact Joel
Team Office
Joel’s Locations
Los Angeles, CA 90025 (310) 772-2600
About Joel
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 & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
Forbes Best-In-State Wealth Advisors (2026)
Forbes
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Forbes
2024
ThinkAdvisor Luminaries Awards Finalist (2024)
ThinkAdvisor
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