Joel joined the 1on1Financial team in April of 2016. He specializes in helping clients with their needs related to investment management, insurance, retirement and estate planning, and wealth management. Joel’s primary focus is helping clients achieve their financial goals. His dedication stems from his many years of experience in the financial industry. Plainly put, Joel cares about his clients.
The father of two active twin boys, and the husband to an amazing wife, Joel loves spending time with his family when he’s not working. He grew up in Southern California so he’s also no stranger to living a healthy, outdoorsy lifestyle. Some of Joel’s favorite activities include mountain biking and golfing. In fact, Joel is quite the accomplished golfer, having played in several tours on the pro-am circuit. And seeing as he’s such a golf nut, it makes perfect sense that Joel’s favorite movie is the Chevy Chase golf comedy, “Caddyshack.”