Joel Nance (CFP®)

Joel Nance focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

I work with extraordinary, regular people who want to manage their retirement, legacy, and be good stewards. Many of my clients are of the Christian faith, but we happily work with people of many other beliefs, as well. Some common financial problems we solve include designing a retirement income plan, doing long-term tax planning that integrates Social Security, RMD's, and Roth conversions, and designing investment portfolios for building wealth or sustainable income.

Additional Information

Joel has over 15 years of experience as a CFP® professional doing financial planning, asset managemet, and tax preparation. He has a Master's degree in Applied Linguistics and completed his financial education through Boston University in order to become a CFP® professional.

NAPFA Start Date

February 03, 2022

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This Office

3240B Juan Tabo Blvd NE Ste A2 Albuquerque, NM 87111-5129 Phone: (505) 797-7765