Joel Chamberlain

Founding Member & Partner @Financial Solution Advisors

Jacksonville, FL, US
EMAILS
j•••@financialsolutionadvisors.com
MOBILE NUMBERS
+19•••••••35

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WORK HISTORY

Nov 2001 — Present

Founding Member & Partner @Financial Solution Advisors

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Jacksonville, FL, US

Joel is a founding member and partner with the firm (formerly Chamberlain & Associates) while providing tax planning, preparation, and consulting services. Financial Solution Advisors, PLLC represents a variety of high net worth families and middle market companies in a variety of industries. Joel\'s other areas of focus include real estate deal analysis, health care consulting, cloud based accounting system and process efficiency, business and individual financial planning, assisting clients with trusts and other generational planning vehicles, and helping not-for-profit organizations to have a greater impact in the communities they serve.

EDUCATION

1994 — 1999

University of Florida

Bachelor of Science in Business Administration, Accounting

1999 — 2000

University of North Florida

Master of Accountancy, Accounting

SKILLS

Financial PlanningFinancial AnalysisIrs Audit RepresentationFinancial AdvisoryTrustsFinancial PlannersSales TaxInternal ControlsEstate PlanningAccounts PayableFinancial ReportingManagement ConsultingCash FlowFinancial StatementsGaapStrategic Financial PlanningTax AdvisorySmall BusinessBusiness AnalysisHomeowner Association ManagementEstate Tax PlanningTax AccountingAuditingCpaPayroll TaxesCorporate TaxForensic AccountingQuickbooksAccounting ApplicationsTax PreparationFinancial AccountingAccountingTax ReturnsLlcTaxIncome TaxIrsSec FilingsGeneral LedgerTax Research

ABOUT JOEL CHAMBERLAIN

Joel C. Chamberlain, a third-generation Jacksonville resident, is a founding member at Financial Solution Advisors, PLLC, where he delivers tailored tax planning, preparation, and consulting services to middle-market companies across diverse industries. His expertise extends to business and individual financial planning; healthcare consulting; cloud-based accounting systems, accounting process optimization; trust and generational planning; and helping not-for-profit organizations to have a greater impact in the communities they serve.Joel founded Chamberlain & Associates in 2001, before establishing Financial Solution Advisors, PLLC. His vision is to provide holistic, client-focused financial services, leveraging a talented team and cutting-edge cloud accounting technology. Understanding that the best client service is only possible with the best people working together, Joel works continuously to ensure a best-place-to-work environment. The firm’s workplace has been honored with accolades from local and national publications every year since 2014.A passionate community leader, Joel is a founding member of the Band of Brothers, a group of business leaders focused on providing career advancement and training to survivors of human trafficking. He serves as Board Treasurer of the Joseph & Gertrude Larose Foundation, which has provided over $2 million in funding to non-profit organizations on the First Coast. He also serves as the sergeant of arms for the Ponte Vedra Beach Rotary club.He previously served a variety of for-profit and non-profit organizations on the First Coast, including:Episcopal Children’s ServicesHappy Brew Coffee ShopRethreadedUSO of Greater JacksonvilleProject SOS – Boys & Girls Club of Northeast FloridaAmerican Enterprise Bank of Florida (currently Ameris Bank)Spina Bifida of JacksonvilleLeukemia & Lymphoma SocietyHe is a licensed Certified Public Accountant in the State of Florida, holds the Personal Financial Planning Specialist designation with the AICPA, and has his Series 65 designation with the North American Securities Administrators Association. In 2014, he was recognized by the Jacksonville Business Journal as one of Northeast Florida’s top 40 leaders under 40.

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