F Joel Financial Employee Directory
Financial ServicesWashington, United States0-1 Employees
F Joel Financial is a retirement strategy firm serving clients throughout TriCities, WA/OR for more than 19 years. Founded on the principles of trust and integrity, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. The Importance of a Trusted Advisor We understand that itβs important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. F Joel Financial wants to be your trusted financial professionals. We are experienced, responsive and understand your need for integrity and transparency. Plan for financial independence To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at info@fjoel.com or call us at (509)591-9160 today! Our Team Joel Thomas, President ~ is an experienced financial professional with a focus on retirement strategies and asset preservation for families and retirees. With over 20 years of experience, Joel is someone who is committed to having open and honest conversations with families in need of trusted advice. Luis Estrada, Managing Partner, Financial Advisor ~ is a well- respected, financial and insurance professional. His willingness to help families reduce fees and expenses on their investments and insurance has brought great value to families who want to maintain their lifestyle. Luis, personifies the qualities and morals that we share at our company. Krystle D. Tran, Head Administrator ~ brings more than client and customer service experience to the F Joel Financial team. As our administrator, Krystle acts to oversee the day to day operations of our firm while maintaining up to date reporting for the staff & clients. In addition, she really takes responsibility for keeping the office running smoothly & always is looking to improve our processes.