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Joel Marius, RFC®

Joel Marius, RFC®

Wealth Advisor

Joel Marius has over 23 years of experience in the financial industry, passionately working with individuals and businesses to build, maintain, and preserve their wealth. As a business owner and entrepreneur, Joel has been securities registered and life insurance licensed since 2010, consistently achieving top performer status at some of the nation's leading financial institutions. He offers a wealth of knowledge and experience in personal and business financial planning, retirement, investments, portfolio management, estate planning, and insurance. Joel views his clients as family, dedicating himself to their financial well-being.

Joel earned his bachelor's degree in business administration and finance from the University of South Florida. Beyond his professional commitments, he enjoys boating, deep-sea fishing, playing and watching sports, and traveling with his family.