Joelle Spear, CFP®
Joelle Spear joined Canby Financial Advisors in 2014 and became a partner in 2020. 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 — and sometimes even fun — 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 PLANNER™ professional.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Phone: 617.721.7177 | E-mail: jspear@canbyfinancial.com | Website: www.canbyfinancial.com
Latest articles by Joelle Spear, CFP®
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Estate Planning Checklist: Five Tasks to Prioritize
estate planning Doing these things now, while you’re still physically and mentally healthy, will make things considerably easier for you and your loved ones when the time comes.
By Joelle Spear, CFP®
estate planning -
Healthcare Cost Basics: What They Are and Ways to Save
health insurance From premiums to co-pays and co-insurance, healthcare is one savings goal you can’t afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By Joelle Spear, CFP®
health insurance -
A Financial Adviser Shops for Her Own Disability Insurance
Smart Buying Follow along to learn about the decision-making process for how much and what kind of coverage you might need for yourself.
By Joelle Spear, CFP®
Smart Buying -
Selling Your Stuff: The Tax Dimension
taxable income Thinking about clearing out your collectibles or selling off the antique furniture Grandma left you? Be careful, because the IRS may want a cut of your windfall.
By Joelle Spear, CFP®
taxable income -
Thwarting the Robocaller Invasion
Scams Consumers have an array of weapons at their disposal in the fight to help keep those infuriating interruptions at bay.
By Joelle Spear, CFP®
Scams
