Joel Johnson, CFP®WEALTH ADVISER
For the past 17 years, Joel Johnson has been managing complex portfolios and providing comprehensive financial planning solutions for high-net-worth clientele. As a CERTIFIED FINANCIAL PLANNER™ professional, Joel draws on his vast knowledge of investment management, insurance, tax, and estate and retirement planning when constructing portfolios to meet the unique needs of his clients. Prior to joining Capital Investment Counsel, now United Capital, Joel served as an investment consultant with TD Ameritrade and Charles Schwab, where he advised affluent families and business owners on all aspects concerning their financial situations.
Joel graduated from the University of Colorado with a Bachelor of Science in Business Administration with an emphasis in Marketing. He also has passed all three levels of the Chartered Market Technician exam and is an affiliate of the Market Technicians Association.