Joel Staples, JD, CFP®, CPWA®

Joel staples, jd, cfp®, cpwa®

bookmark on deepenrich
location of Joel Staples, JD, CFP®, CPWA®Irvine, California, United States
Phone number of Joel Staples, JD, CFP®, CPWA®+91 xxxx xxxxx
Followers of Joel Staples, JD, CFP®, CPWA®789 followers
  • Timeline

    Jan 2008 - Jan 2009

    Professional Baseball Player

    Florida Marlins
    Mar 2016 - Jan 2018

    Financial Advisor

    Northwestern Mutual
    Feb 2018 - Jun 2022

    Private Wealth Advisor

    DJM Financial | Northwestern Mutual Private Client Group
    Current Company
    Jun 2022 - now

    Private Wealth Advisor at Cooper McManus

    Cooper McManus
  • About me

    Private Wealth Advisor at Cooper McManus

  • Education

    • The university of chicago booth school of business

      2021 - 2021
      Cpwa executive education program
    • Western state college of law

      2011 - 2014
      Juris doctor
    • Saint mary's college of california

      2005 - 2010
      Bachelor of arts business administration

      Activities and Societies: Played shortstop on the SMC Gaels baseball team for three years

  • Experience

    • Florida marlins

      Jan 2008 - Jan 2009
      Professional baseball player

      Played at two minor league levels in the Florida Marlins' organization

    • Northwestern mutual

      Mar 2016 - Jan 2018
      Financial advisor
    • Djm financial | northwestern mutual private client group

      Feb 2018 - Jun 2022
      Private wealth advisor

      Financial independence doesn’t happen by chance; it results from expert strategic planning. That’s why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come. Show less

    • Cooper mcmanus

      Jun 2022 - now
      Private wealth advisor at cooper mcmanus

      Joel Staples, Investment Advisor Representative. California Insurance License #0K78402. Advisory services offered through Cooper McManus. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, a Registered Broker/Dealer. Member FINRA/SIPC. Cooper McManus and Cambridge Investment Research are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Cooper McManus and Cambridge Investment Research are separate entities.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Show less

  • Licenses & Certifications

    • Series 6

      Finra
    • Certified financial planner (cfp®)

      Cfp board
    • Certified private wealth advisor (cpwa®)

      Investments & wealth institute
    • Series 7

      Finra
    • State bar of california

      American bar association
    • Series 63

      Finra