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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.
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.
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