Joel joined SFP Wealth in June 2022 as a retirement plan associate. As an integral part of the team, he is responsible for enhancing our client experience, ongoing plan management, and investment due diligence. Joel graduated from the University of Massachusetts Amherst with a BS in Mathematics and a focus in Actuarial Science and Statistics. He holds his Series 7 license.
Joel currently resides in Boston, MA. Outside of the office, you can find him hiking, biking, or pretty much anywhere people are gathering for a sporting event, concert, or game. Joel’s hidden talent is in the kitchen where he loves to cook and experiment with new recipes. Having grown up in New England all of his life, Joel is a die-hard Boston sports fan, but nothing quite compares to a summer night at Fenway Park.