Joel P. Karban has earned a Bachelor’s degree from Southern Illinois University at Carbondale as well as completed a Master’s degree at the University of New Mexico in Albuquerque. Joel holds the FINRA Series 7 (General Securities Representative), and 66 (Uniform Investment Adviser Law Examination) licenses, as well as Life, Health, Property and Casualty insurance licenses. Presently, Joel is a candidate and working towards the highly esteemed CERTIFIED FINANCIAL PLANNER™ designation program through the University of Colorado, Boulder.
Joel has extensive expertise in the financial services industry. He began his career 11 years ago with AXA Advisors and was a solo practitioner at his past firm but always had the goal of being part of a client centric advisory team-based firm before joining Precision Wealth Advisors.
Joel is driven, yet has playful demeanor which is refreshing and inviting. He is accessible and easy to engage with. He greatly understands the value of strong relationships, communication and will respectfully be your trusted financial advocate you can count on.
The third oldest of 9 children, Joel had a very humble upbringing. “As the son of a truck driver and nurse, my family did not talk about money or public policy which ironically has drawn me to this profession where we get to help people understand how the financial system works and how to make solid, prudent and informed financial decisions.’’
Like many Coloradans, Joel is a transplant from the Midwest. Born in rural Illinois, raised in Chicago. Joel and his wife Rachel reside in Parker, with their three children, Brett, Sydney and Eli as well as their standard Goldendoodle, Khaleesi and Havanese named Stormy. In his free time (LOL), he enjoys hanging out with his family, attending sporting events and enjoying the many wonderful recreational activities Colorado has to offer.