Born in Elizabeth, NJ, and raised in Scotch Plains, NJ, Joel has established a reputation as a leading financial advisor, recognized as a Forbes Best-In-State Wealth Advisor* for the last four years and a Forbes-Best-In-State Wealth Management Team Member* in 2023.
Joel’s professional mission is deeply aligned with his personal philosophy: to fully enjoy the one life you have. This ethos not only guides his approach to life but also his commitment to helping his clients achieve their goals. He prides himself on a personal touch, ensuring his clients know he truly cares about their financial and personal well-being.
Outside the office, Joel is happily married to Lori Kaplan and is a devoted father to three children: Jake, Max, and Lily. The family cherishes their time together, whether at their beach house in Long Beach Island (LBI) or vacationing around the world. Joel’s hobbies include tennis, golf, skiing, and boating, activities that reflect his love for active and engaged living.
Education & Credentials:
- BA Finance/Economics from Syracuse University
- Forbes Best-In-State Wealth Advisor* – 2021-2024
- Forbes-Best-In-State Wealth Management Team Member* – 2023
Personal Life and Interests:
- Enjoys tennis, golf, skiing, and boating
- Values family time at their beach house and during global travels
*The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com).
*The Forbes Best-In-State Wealth Management Team Member rating was presented in January 2023 using data gathered from March 2021 through March 2022 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, operational as a team for minimum of one year and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
