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Canby Financial Advisors
Joelle Spear joined Canby Financial Advisors in 2014. She likens every client's financial situation to a jigsaw puzzle and her role is to help them understand how the pieces fit together. To make financial planning more comprehensible â€” and sometimes even fun â€” she uses pictures to explain "the meaning behind the math." This helps to give clients a better picture of where they are today and what the future may look like.
She has an MBA with a finance concentration from Bentley University and is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.
Securities offered through Commonwealth Financial NetworkÂ®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.
Do you know what a fiduciary is? Is the financial professional you're working with a fiduciary? Here's how to find out, and why it's important to know.
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