Polished, honest, responsive and accurate. These are the words Joel Jensen’s clients use to describe him and the value he brings to their relationship.
Jensen began working in the financial services industry in 1993 when he joined the financial planning firm his father established in 1969. The firm’s mission has always been to provide financial advisory services to executives and business owners in order to maximize assets, provide for their retirement and help toward meeting their wealth planning goals. While the level of sophistication the firm offers in coordinating multi-faceted financial planning scenarios has heightened with time, the mission remains at the heart of what Jensen does each and every day.
“I care deeply about starting from a place of knowledge,” he says. “My clients work hard to provide for their families and their futures – they are often very busy. What they deserve is to work with a holistically aligned advisor who can provide them with financial advisory service and vision. My job is to make it easy for them to make decisions that align with what they want for their future.”
Jensen’s clients typically have a net worth that creates complexities in their situation and thus desire a coordinated approach to all of their wealth related planning needs. In order to provide a heightened level of service to retirees and pre-retirees, Jensen obtained his Certified Retirement Planning Counselor designation in 2008.
Having earned a BA from Cleveland State University in December 1992, Jensen has a passion for continuing his education in order to remain at the forefront of successful planning strategies. He holds the Series 6, Series 7 and Series 63 security registrations and is licensed to distribute life and health insurance and annuity products. His practice delivers a customized level of fee-based financial planning that empowers his clients to make sound financial decisions both today and in the future.