CA Insurance License #0G65186
Financial excellence is the drumbeat of Joel’s life. Recognizing the blessings of his own family, he works diligently to help others achieve a legacy of consequence within the generations of their families and in the world at large. As the third-generation owner, Joel has led the business to accomplish new levels of impact in client service and assets gathered. He is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of industry experience from which to draw. In his spare time, you can find Joel riding on Mt. Diablo, snowboarding in Tahoe, or globetrotting with his wife Jackie, and their two sons Judah and Jamison.