Joel H. Everett, CFP® , ChFC®
LPL Financial Advisor
Joel Everett is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Advisor at Financial Planning Consultants. Joel also holds the Chartered Financial Consultant designation. After joining Financial Planning Consultants in 2015, Joel worked closely with and was mentored by his father-in-law, Thad Pugmire.
As a CFP® professional, Joel places a strong emphasis on financial planning. His typical client relationship begins with the development of a financial plan, which is critical to understanding a client’s goals and objectives. This initial financial plan informs the ongoing investment management and financial planning advice Joel provides to his clients.
Born and raised in Fresno, California, Joel went on to graduate magna cum laude from Brigham Young University with a bachelor’s degree in chemistry. He then completed a master’s degree in cancer pharmacology at Vanderbilt University.
Joel and his wife, Katie, have three children, a daughter and two sons. Joel enjoys hiking, camping, reading, weight training, visiting the San Diego Zoo with his family, and volunteering at his church in his spare time.
Joel is a fully registered investment professional who holds the Series 7 and 66 with LPL Financial. He also holds Life, Accident, and Health Insurance licensing in California.
CA Insurance Lic. #0K55115