The Joe Palhad Team

Joe Palhad

Senior Financial Planner

About Joe

Joe previously worked as an aircraft mechanic for 10 years, but noticed when speaking with people within his industry as well as other tradespeople, there was a large gap when it came to financial knowledge. Through wanting to secure his own financial future and goals, asking questions but never finding satisfactory answers, Joe decided to change careers and began schooling for this profession.

Nothing makes Joe happier than helping others. Joe believes in sharing his knowledge so that you can make the best decisions for yourself and for your family. Everyone’s Circumstances are different, and Joe is prepared to explain all the possibilities to help you save more, pay less taxes and reduce your stress about your financial future. One of Joe’s biggest strengths is establishing rock-solid financial plans to keep you headed in the right direction regardless of what life throws your way.

When he’s not working, Joe is either fishing with his wife or playing with his two children. A devoted family man, comic book geek and country boy at heart being born and raised on his family’s farm, Joe is also a sports enthusiast.

The Joe Palhad Value Add

Joe provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Joe works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Joe measures his success by how well he has helped his clients achieve their specific goals and objectives.

Joe's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Joe, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Joe and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Joe helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Joe's Wealth Management Team

Kelly Palhad

Associate

Kevin Fobert

Portfolio Manager

Warren MacKenzie

Head of Financial Planning