CoverProfile

Joe Duncan

Investment Advisor Representative

Sound Planning Group

United States, Washington, Duvall

About Me

Joe was born and raised in Washington state and enjoys everything the Pacific Northwest has to offer. He attended Western Washington University and graduated with a Bachelor of Arts in Accounting and a minor in Business Administration. Before joining Sound Planning Group in 2020, he spent seven-plus years in the financial services industry, gaining vast knowledge and specializing in insurance and financial planning. Joe lives in Duvall with his wife Erica. In their spare time, they enjoy hiking, camping, snowshoeing, and exploring new places with their Golden Retriever Griffey.

Profile Information

Investment Advisor Representative

Sound Planning Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Duvall

Washington

United States

Sep 4, 2025

Work Experience

Sound Planning Group

Investment Advisor Representative
Jan 2020 - Present
Email: joe@myspg.com

More profiles to browse

Profile Photo
Loren Downs
President
CL
CJ Lovsted
Lead Advisor
JM
Joseph Maas
Chief Investment Officer
GC
Gretchen Curtis
Investment Advisor Representative

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc