Phone: +1 (949) 786-4015
Joel Shomaker, CFP®, PPC™
Director of Wealth Management
Joel has developed a high level of expertise in comprehensive financial planning strategies over the last 22 years. His specific areas of expertise include Retirement Income Strategies, Wealth Preservation, Asset Allocation including Alternative Assets, Complex Estate Planning issues, Insurance & Risk Planning, Life Change Financial Guidance, Budgeting, and Cash-flow analysis. His career success can be directly attributed to his honesty and integrity as well as his ability to understand and educate his clients, help them clarify and prioritize their financial goals, and implement a plan of action that most effectively helps them achieve those goals.
As an advisor to Qualified Retirement Plans, Joel seeks to limit exposure to fiduciary liability for his plan sponsors and educate their employees about opportunities for a successful retirement. These goals are achieved through defendable and repeatable processes in regards to plan design assistance, investment monitoring and reporting, participant education and investment concepts discussion, and plan benchmarking and fee transparency.
In the news
Joel resides in Ladera Ranch, CA. with his daughter Maya. Joel believes in a high level of physical and mental fitness that culminates in numerous activities such as mountain biking, boating, weight training, scuba diving, hiking, shooting, archery, chess, and reading books on business and personal enrichment. Community involvement entails a close relationship with the Council on Aging and various outreach programs. Much of his free time is spent with his daughter Maya, paddle boarding or on their boat in Newport Harbor.
- Joel earned his bachelor’s degree in Finance from Cal State University of Fullerton where he graduated on scholarship for his published work in the Academic Journal of Finance on the Structural Inefficiencies and Correlations of International Emerging Markets to the US Stock Market. Joel has earned various designations over the years and currently holds the designations of CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and Accredited Investment Fiduciary(AIF®)
- CA Insurance Lic. #0C67170
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.