Joel Johnson is a co-founder and advisor at JPL Wealth Management, bringing over 26 years of experience in the investment industry to the firm. Prior to co-founding JPL, Joel served as Vice President at Goldman Sachs, where he honed his skills in portfolio management and comprehensive financial planning. At JPL Wealth Management, Joel is dedicated to crafting tailored investment strategies and holistic financial plans that help clients achieve their goals with confidence.
A CERTIFIED FINANCIAL PLANNER™ professional, Joel specializes in areas such as investment strategy, insurance, estate planning, and retirement planning. His commitment to personalized service and thoughtful guidance ensures that each client’s unique financial needs are met with precision and care.
Joel earned a Bachelor of Science in Business Administration with a concentration in marketing from the University of Colorado. Over his career, he has held positions at respected firms, including United Capital, Capital Investment Counsel, Charles Schwab, and TD Ameritrade, earning a reputation for delivering exceptional client service and strategic financial expertise.
Outside of work, Joel finds balance and inspiration through family and outdoor activities. He enjoys spending time with his wife, Carol, and their two sons, Luke and Dylan, exploring hobbies such as golfing, snowboarding, and mountain biking. The Johnson family also shares a passion for travel and immersing themselves in new cultures, creating lasting memories along the way.