Joel joined 1on1financial in April 2016. He comes with over 16 years of experience in the Financial Services field. Joel’s previous experience was in credit unions where he provided financial advice as well as providing exceptional service. His banking experience provides additional expertise when discussing loans and banking products as part of the overall financial plan. He comes highly experienced in investment management, insurance, retirement planning, and estate planning. Joel’s passion for helping his clients achieve their goals comes through in every meeting.
Joel was born and raised in Southern California. He attended the University of La Verne where he completed his degree in Business Administration with a concentration in Finance. While attending La Verne, he competed on the Men’s Volleyball team, leading them to the National Championship game his senior year. After graduation, he came back to help the investment classes start an investment fund that the current students managed.
Joel loves spending time with his wife Kim and his 5-year-old twin boys, Wyatt and Justin. The family loves beach days and weekend trips to the mountains. Joel enjoys being active by working out, mountain biking and playing sports with his boys. Joel and Kim are very active at their church. Kim works in the Children’s Ministry as she loves kids. Joel helps with cooking for large church events. But Joel’s favorite pastime is playing golf. He has had the privilege of playing in several Champions tour pro-ams and playing with some of the Remax World Long Drive winners and contestants (the longest drivers of the golf ball in the world).