Joelle Spear, CFP®
CEO and Financial Adviser, Spear Wealth Management
Joelle Spear, CFP®, is a financial adviser and the CEO of Spear Wealth Management. 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.
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