CoverProfile

Joel Ockey

Senior Wealth Advisor

Cornerstone Wealth Strategies

United States, Washington, Kennewick

About Me

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.

Profile Information

Senior Wealth Advisor

Cornerstone Wealth Strategies

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kennewick

Washington

United States

Aug 7, 2024

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