Joel Staples is a Private Wealth Advisor with Cooper McManus in Irvine, California, where he partners with clients to create custom financial plans and investment solutions. His clients benefit from his rigorous attention to detail, goals-based strategies, and his ability to convey complex financial matters in understandable terms. Joel's practice focuses on helping closely-held business, professionals, corporate executives, and high net-worth individuals and their families.
Joel Staples
Private Wealth Advisor
Cooper McManus
United States, California, Irvine
About Me
Profile Information
Private Wealth Advisor
Cooper McManus
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Irvine
California
United States
Sep 16, 2024
Work Experience
Cooper McManus
Private Wealth Advisor Jun 2022 - Present
Email: jstaples@coopermcmanus.com
More profiles to browse
David Mcmanus
Senior Wealth Advisor
TC
Tonya Collier
Principal
AC
Arthur Cooper
Managing Director
JW
Jason Werner
Principal
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office