Joel Almquist

Financial Planner

Financial Services Representative

CA Insurance License # 0F68566

150 S Los Robles Ave Ste 750

Pasadena, CA 91101

Phone: (626) 755-2202 I Fax: (626) 755-2164

Email:

Business Philosophy:

Navigating the complexities in our financial system can be daunting. Building a solid financial team around you and your family is of utmost importance, yet it can be challenging at the same time. We believe placing the clients’ best interest first and creating unique and personalized strategies to meet their needs are the cornerstones to success.

We accomplish this by:

  • Helping our clients understand their current situation and formulating goals that are achievable and will put them on a path to success. What do you want to accomplish? How do you envision living the “good life?”
  • Tapping into the deep resources within our team and advanced technology to create a road map and a series of “what if” scenarios. How long will my money last? How will taxes affect my overall plan? Will my family be safe financially should something happen to me?
  • Action – none of this matters unless we act on our intentions. We work with our clients to implement the plan and see it through to completion.
  • Relationship – building a long-lasting partnership with our clients ensures that once the plan is implemented it is consistently reviewed and changed if needed. Life changes, and so will your plan, you need a solid team to navigate this landscape.

Background:

Joel Almquist is dedicated to the highest level of personal client service as well as life experienced advice. After attending two years at the United States Naval Academy, Joel Almquist received his bachelor’s degree in Mechanical Engineering from San Diego State University. With over 10 years industry experience, Joel plays a key role in his wealth advisory practice byeducating clients how the many complexities of life can be solved with simple and tailored solutions. Joel finds joy in spending every spare minute with his beautiful wife Rebecca and two children, Asher and Coralie.

CRN201906

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Joel Almquist is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Members SIPC. MassMutual Greater Pacific, 10960 Wilshire Blvd #2100, Los Angeles, CA 90024. CRN201807-215926.