Trust. Transparency. YOUR best interests. At F. Joel Financial, we believe in providing a holistic approach to financial well-being to ensure you don’t outlive your income.
Meet The Team
Founded by F. Joel Thomas in 2013 on the principles of trust and putting the needs of others first, F. Joel Financial is made up of experienced professionals who are passionate about helping individuals and families achieve their ideal retirement.
F. Joel Thomas, CLTC Founder
F. Joel Thomas is passionate about educating others, guiding them to financial security and helping them plan for a financial future that meets their specific needs.
F. Joel began his career in the banking and finance industry in 1986. Following a life-changing event involving his beloved grandmother, he realized the importance of having a proper financial plan in place. In 2013, he started his own financial firm to provide individual service based on trust, compassion and knowledge. In his personal and professional life, F. Joel’s motto continues to be: “Good, better, best. Never let it rest until your good is better and your better is best.”
F. Joel holds licensing in 12 states, has Certification for Long-Term Care (CLTC) credentials, is a member of Certified Senior Advisors (CSA) and partners with various professionals in the community. He has a degree in business.
When not helping clients, F. Joel enjoys spending time with friends and family, cooking, traveling and reading. He also enjoys volunteering with numerous charitable organizations.