CoverProfile

Joel Staples

Private Wealth Advisor

Cooper McManus

United States, California, Irvine

About Me

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.

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

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