Joelle Spear, CFP®

Joelle Spear, CFP®

Financial Adviser, Partner, Canby Financial Advisors

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. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.

Phone: 617.721.7177
E-mail: jspear@canbyfinancial.com
Website: www.canbyfinancial.com/
Facebook: https://www.facebook.com/joellespearcfp/
LinkedIn: https://www.linkedin.com/in/joellespear/

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taxes

The Perplexing Tax You May Never Have to Pay

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Hiring a Nanny, Housekeeper or Caregiver? Financial Tips for Household Employers
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Hiring a Nanny, Housekeeper or Caregiver? Financial Tips for Household Employers

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A Financial Adviser Shops for Her Own Disability Insurance
insurance

A Financial Adviser Shops for Her Own Disability Insurance

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Selling Your Stuff: The Tax Dimension

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Choosing a Financial Adviser: The Fiduciary Dimension
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