Joel A. Schreiber is a leading financial planner with over 20 years’ experience in helping successful people grow and protect their wealth. Joel is responsible for leading SFI’s Strategic Financial Planner Service and tailored solutions to client’s specific planning objectives. Prior to joining SFI in 2006, Joel served as a financial advisor with Ameriprise, where he designed financial plans and managed investments for successful individuals and their families.. Joel graduated from University of Maryland’s Smith School of Business with an MBA in finance in 1989. He holds the CERTIFIED FINANCIAL PLANNER™ designation and has General Securities Representative (Series 7) and Uniform Securitie