Joel M. Davis

                            
CFP®, MSFP  

                            
Financial Planner, Wealth Advisor

                                                        
                                                    

                                                    
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Meet Joel


 


Joel is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® at Main Street Financial Life Advisors, LLC and Roman & Kulpa, LLC.  As part of the advisory team, Joel works with clients to uncover needs, develop recommendations, and identify solutions.   Through the utilization of financial planning techniques, portfolio analysis and managed investment strategies, Joel makes sure clients are aligned with their specific and unique goals.


Prior to joining the firm in 2019 Joel was with Wells Fargo, serving as a Regional Banking Private Banker and a Brokerage Associate.  He worked closely with local affluent households, managing their banking and brokerage relationships and solving for a wide range of financial needs.


In nearly a decade of experience in financial services, Joel has developed experience in matters of financial planning and guidance, investment advice, retirement planning, education planning and wealth management.  He has worked with hundreds of clients with a variety of backgrounds and needs, and he brings a valuable new perspective to the Main Street Financial team.


Joel holds a Bachelor of Arts Degree in Political Science from the University of Minnesota, and a Master of Science Degree in Financial Planning from the University of Georgia.  He is a CERTIFIED FINANCIAL PLANNER® (CFP®), member of the Financial Planning Association (FPA), member of the Estate & Financial Planning Council of Southern New Jersey (EFPCSNJ) and holds the (NASD) Series 65 registration.


Joel, his wife Katie and their kids Teddy and Josie live in Cherry Hill, NJ.  When they are not chasing the kids around the house, they enjoy spending time in the winter at Stratton Mountain in Vermont, and in the summer on the lake in Algonquin Park, Canada.


Roman & Kulpa, LLC is not affiliated with CWM, LLC. Services provided through Roman & Kulpa, LLC are separate from CWM, LLC.


 

				

			

			

				
				
				
				
			

				
				
			
		

	

	
			

		

		

    


    





    

        

            

                
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