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Aif Joel Hanson
Investment Advisor Representative - Dave Ramsey SmartVestor Pro
Professional Background
Joel Hanson is a dedicated Investment Advisor Representative with a specialized focus on helping clients achieve financial freedom and secure a successful retirement. Since joining forces with Damon D. Walker and his team in 2012, Joel has garnered a wealth of experience and has ascended through the ranks from a Senior Case Manager to his current role as an Investment Advisor Representative. His extensive expertise in crafting personalized financial strategies allows his clients to confidently navigate their financial journeys, ensuring they are well-equipped to manage debt and prepare for retirement.
With a robust foundation in financial planning, Joel takes a holistic approach to wealth management. His goal is to ensure that each client not only understands their financial landscape but also has access to the appropriate insurance to safeguard their wealth. As a committed advocate for his clients, Joel carefully aligns their investment strategies with their specific risk tolerance, long-term goals, and financial objectives, fostering a strong pathway towards financial stability and growth.
In addition to his primary role, Joel is recognized as a Dave Ramsey SmartVestor Pro, a distinction that signifies his commitment to providing educational resources that empower individuals to take control of their finances. He is an enthusiastic instructor of Dave Ramsey’s 9-week Financial Peace University course, helping participants cultivate essential budgeting and saving skills that pave the way towards financial health.
Education and Achievements
Joel achieved his Bachelor's degree in Business Finance from Wartburg College in 2009, providing him the essential knowledge and skills to embark on a successful career in finance and investment. Throughout his educational journey, Joel developed a keen understanding of financial principles and practices that have been integral to his success as an investment advisor.
Adding to his formidable qualifications, Joel holds several crucial licenses that reflect his expertise in the financial advisory sphere. He is fully equipped with the FINRA Series 63, 65, and 7 licenses, which authorize him to provide investment advice and services. Furthermore, he is a licensed life insurance agent, allowing him to offer comprehensive financial planning solutions that incorporate insurance into the overall strategy.
Additionally, Joel is recognized as an Accredited Investment Fiduciary (AIF), a designation that underscores his commitment to upholding fiduciary standards and acting in his clients’ best interests. He is also an Iowa Notary, reinforcing his capabilities to facilitate important financial documentation and transactions.
Personal Life
Joel was born and raised in Postville, Iowa, embodying the values and work ethic of small-town America. He now resides in the vibrant city of Cedar Rapids with his wife, Megan, and their three children: Mahayla, Milo, and Julian. As a family man, Joel understands the significance of planning for the future, both personally and financially. He actively applies the principles he teaches in his professional life to his own family, demonstrating a commitment to both financial wellness and familial security.
Contributions to the Community
Beyond his professional commitments, Joel is passionate about contributing to his community and empowering individuals to take charge of their financial destinies. His role as a SmartVestor Pro allows him to connect with local residents seeking financial guidance, helping them develop strategies that can lead to debt freedom and a secure retirement. Through his work with Financial Peace University, Joel is dedicated to equipping families and individuals with the knowledge necessary to make sound financial decisions.
In his free time, Joel enjoys spending quality time with his family, exploring recreational activities, and engaging with the community. He believes in the importance of building relationships, both with clients and within the broader community, to create a supportive network that encourages financial literacy and wellness.
Conclusion
Joel Hanson stands out as a trustworthy and knowledgeable Investment Advisor Representative dedicated to guiding clients toward debt freedom and financial independence. His professionalism, combined with his genuine desire to educate and empower those around him, makes him a valuable asset in the financial advisory industry. With a strong educational background, extensive qualifications, and deep commitment to his clients and community, Joel continues to establish himself as a leader in the field, one devoted to making financial peace a reality for many individuals and families.
As you embark on your journey towards financial stability and retirement, Joel Hanson's insights, strategic approaches, and dedication to client relationships can be your guide to achieving long-term financial success.