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
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