Joelle Spear, CFP®
Joelle Spear joined Canby Financial Advisors in 2014 and became a partner in 2020. She likens every client's financial situation to a jigsaw puzzle and her role is to help them understand how the pieces fit together. To make financial planning more comprehensible — and sometimes even fun — she uses pictures to explain "the meaning behind the math." This helps to give clients a better picture of where they are today and what the future may look like.
She has an MBA with a finance concentration from Bentley University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Phone: 617.721.7177 | E-mail: jspear@canbyfinancial.com | Website: www.canbyfinancial.com
