Joy Dow
Helping high-income professionals maximize their equity compensation/wealth through tax-efficient strategies and client-centered financial plans
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Joy Dow
Joy and her team at WiseFit Wealth deliver value by developing enduring relationships with clients and conveying situational, strategic insight into an increasingly complex world of financial challenges. Where many advisors start with solutions, we start with the questions necessary to understand your goals and vision for your future. In this way, we put you, rather than your wealth, at the center of the process. At WiseFit Wealth, we craft each plan with precision—built for stability, designed for growth, and tailored to fit your unique financial journey. As your dedicated partner, we ask the tough questions, listen closely, remember the details, and keep your goals at the forefront. We encourage action, hold you accountable, and challenge you to stay on course toward the future you envision. Our team has one goal, to design, construct, and maintain a plan that helps you achieve yours!For more information check out my website at: wisefitwealth.com, or contact me directly via email: j••••••••@nm.com
Experience
Wealth Management Advisor
Feb 2016 — Present · San Diego, CA, US
At Wisefit Wealth, we believe in a tailored approach with a personalized plan. You’ve worked hard for everything you have. You crush goals and create momentum. You dream big and expect more out of life.for your family, your kids, and others around you. Generic financial advice is for people who want generic results. And, that’s not you. It’s also not us.
Education
The University of New Mexico
Associate’s Degree, Business Management
The American College of Financial Services
Financial Planning and Services
The University of New Mexico
Bachelor’s Degree, Secondary Education and Teaching
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