Joel King on Clubhouse

Bio

Financial Services Representative
Los Angeles, CA - [email protected]
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I work with individuals, families, executives and business owners to help create better financial outcomes. It’s not only what I do; it’s what my clients expect from me.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

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Licenses, Affiliations & Memberships
-CA
-UT
-MI
-GA
-MD
- NAIFA-LA board member

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Specialties - Insurance Strategies, Business Owners, Retirement Income Planning, LGBTQ+, College Funding Strategies, Risk Management Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Financial Education.

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On The Side -
• Yoga teacher since 2010
• Brew beer
• Carpentry