Joel Musser (CFP®)

Planning Specialties

  • 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

Additional Information

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


This Office

4665 Cornell Rd Ste 160 Blue Ash, OH 45241-2455 Phone: (513) 984-6696 Fax: (866) 672-8251