CA Insurance License #0G65186
Joel W. Malakoff, CERTIFIED FINANCIAL PLANNER®, is dedicated to helping individuals live abundant lives while stewarding resources to positively impact families, communities, and the world. Since joining the firm in 2003, he has advanced from marketing and client service to his current role as Wealth Advisor and CEO. Joel also co-leads a venture with his wife, Jackie, developing an ecosystem at the historic Podva House that brings together values-aligned businesses and nonprofits. Together with their sons, Judah and Jamison, they enjoy travel, cultural pursuits, and active community engagement.