Joel graduated from the University of Pittsburgh with an education degree and knew two things; he was passionate about helping people to achieve their goals and he didn’t have the chops for working in a school. Combining this passion for holistic planning with his interest in personal finance he began a career in financial services. Over the last 4 years he has had a variety of roles, from answering phones and mailing birthday cards all the way up to portfolio analysis and financial planning. In his free time, he enjoys cycling along the lakeshore, playing ultimate frisbee in the park, and trying new breweries or cocktail bars.
Joel is excited to be working at Cooper Financial Planning because of the high level of care Sean has for his clients, and will be primarily assisting with financial planning, investment research, and other client services.
Education and Credentials
- Calvin University, BS 2016
- University of Pittsburgh School of Education, MEd 2019
- Series 7 and 66
- Life and Health Insurance Licenses