Our Team

Joel Almquist is dedicated to the highest level of personal client service and experienced advice.  He received his Bachelor’s Degree in Mechanical Engineering from San Diego State University after completing his first two years at the United States Naval Academy.

Joel utilizes a sophisticated platform of investment and insurance managment tools to better serve his client's financial needs.  His engineering background has given him the technical ability to take complex concepts like retirement and risk management and pull them together to create a robust plan for his clients.  Joel believes that planning is the key to success and a solid client-advisor relationship is necessary to accomplish one's goals.

He married his wife Rebecca in 2010 on the beautiful island of Maui and they have four beautiful children, Asher, Coralie, Boaz and Camille.