Joel Musser (CFP®)
Bachelor of Arts, Degree in Economics from Hillsdale College
Certified Financial Planning Professional (CFP®)
Expertise in Wealth management, retirement planning, insurance planning, estate transitioning, and taxation analysis
As a member of the Financial Planning team at Total Wealth Planning, Joel advises clients through our comprehensive financial planning approach. Joel has been influential in assisting clients to achieve their financial goals since graduating from Hillsdale College in 2007. Prior to joining Total Wealth Planning, he performed financial planning through the retail Private Banking divisions at JP Morgan Chase Bank and PNC Bank. Joel is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Born and raised in Cincinnati, Joel loves spending time with his wife and their 5 kids. In a rare free moment, he also enjoys competitive sports and playing music.
NAPFA Start Date
September 11, 2015