Meet Joel
As a Partner and Wealth Advisor at Carson Wealth – Cincinnati, Joel leads a team of dedicated professionals that are devoted to building lasting relationships with Clients by delivering personalized, strategic advice to help ensure that the future they envision becomes a reality.
Bringing extensive experience in financial planning since graduating from Hillsdale College in 2007, Joel has shown a deep commitment to fiduciary principles and is driven by a passion for people and the ability to have a positive impact on their personal and financial lives.
Joel has developed knowledge in comprehensive financial planning, investment strategy, retirement planning, tax analysis, insurance planning, Estate tax minimization and has been quoted in a number of industry publications including Yahoo finance, the Business Courier and others.
Born and raised in Cincinnati, Joel loves spending time with his wife, Nancy and their 5 kids. In a rare free moment, he can be found looking for a memorable life experience, a sport to play/coach, or a musical instrument to play. He is also very involved in the community, serving in various roles at Mars Hill Academy, North Cincinnati Community Church, and several other charitable organizations.
Joel Musser is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.
Qualifications
- 18 years financial industry experience
- 10 years with Carson Wealth
- BA Hillsdale College
- CFP®
