Joel is a Senior Wealth Advisor at Cornerstone and has been in the financial industry since 2002. At his previous firm, he worked his way up from a financial advisor role to a Regional Vice President role, ultimately managing the offices and staff of the western half of the country. Joel excelled at finding creative solutions to not only help clients towards achieving their financial goals, but also to bring in and manage quality advisors to the industry. Joel joined Cornerstone in 2020 and as a Senior Wealth Advisor, he brings with him a wealth of knowledge, experience, and passion for helping clients.
Joel Ockey
Senior Wealth Advisor
Cornerstone Wealth Strategies
United States, Washington, Kennewick
About Me
Profile Information
Senior Wealth Advisor
Cornerstone Wealth Strategies
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Kennewick
Washington
United States
Aug 7, 2024
Keylinks
More profiles to browse
Matt Riesenweber
CEO & Wealth Advisor
Matthew Wiser
Chief Investment Officer & Wealth Advisor
Cameron Burch
Wealth Advisor & Trader
Tyler Scott
Wealth advisor & Financial Planner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PG
Patricia Gee
Operations
Manhattan Family Office