Joel Josephs
Financial Wealth Advisor
- Role
- Senior Wealth Consultant at LPL Financial
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joel Josephs
As an investment consultant for over 30 years, Joel offers comprehensive, estate planning…
Experience
Senior Wealth Consultant
Apr 2011 — Present · Boca Raton, FL, US
Education
University of Miami
Masters of Business Administration (MBA), Marketing/Management & Finance
1976 — 1978
University of Miami
Bachelor of Business Administration (BBA), Business and Marketing
1972 — 1976
Skills
- Advisor in Florida
- Lpl Financial
- Financial Advisor
- Early Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Investment Strategies
- Investment Advisor
- Retirement Income
- Retirement Income Distribution
- Portfolio Management
- Income Tax
- Business Value Strategies
- Retirement Planning
- Tax Strategies
- Investment
- Wealth Distribution
- Income Streams for Seniors
- Business Owner Strategies
- 401k
- Wealth Management
- Finance
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