About Joel
I am passionate about working with clients to help them their financial dreams. My main areas of focus are financial planning, insurance, retirement planning, investments and estate planning. I have many years of experience working with a diverse client base. I also assist current Prudential clients answer questions about their policies or investments.
Areas of focus
Credentials & background
Clients served
IndividualsFamilies
Regulatory
- Firm CRD #5685
The firm
Prudential
Our mission is to help people grow and protect their wealth, accomplishing their life goals through a holistic, comprehensive financial planning strategy.
12358 Parklawn Drive, Suite 309, Rockville , MD 20852