Joel Carignan
Portfolio Reviews | Wealth Protection Strategies | Estate and Legacy Strategies
- Role
- Financial Advisor Focuses on Financial Strategies for Business Owners, Executives and Women at Edward Jones
- Location
- Stockton, CA, US
- LinkedIn followers
- 500 followers
About Joel Carignan
As your Edward Jones branch team, Lindsay and I believe It\'s important to invest our time to understand your goals. We help with financial solutions for a select group of families, retirees, corporate executives, business owners and non-profit organizations in the Stockton and SF Bay Area. I am focused on guiding our clients to achieve their long term financial objectives with transparency and a disciplined investment process. My guidance is tailored to support our clients current lifestyle, retirement income needs, and legacy goals while making every client feel comfortable along the journey. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.My wife, Kaci, and I have two daughters, Clare and Julia. I have lived in Stockton, off and on, since 1988. Kaci is a college counselor at River Islands High School.Focuses: Business OwnersEstate and Legacy StrategiesWealth Protection and Transfer StrategiesBusiness Retirement Plans (401k, 403b, SEP & SIMPLE, etc)Income PlanningInvestor EducationStrategic instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor Focuses on Financial Strategies for Business Owners, Executives and Women
May 2009 — Present · Stockton, CA, US
Education
University of California, College of the Law, San Francisco (formerly UC Hastings)
Master of Legal Studies (MLS)
2025 — 2029
University of California, Davis
BS, Managerial Economics
1996 — 2000
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