About
Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time.
• CERTIFIED FINANCIAL PLANNER™ Professional
• BS, Tulane University
• NATIONAL SOCIAL SECURITY ADVISOR®
• CERTIFIED LONG-TERM CARE Professional®
Education
- BS, Tulane University
Articles by topic
Blog
Every investor is unique, which is why a good financial planner will help you tailor your investment strategy to your personal goals. However, there is one principle of investment that applies universally: the power of compound interest to help you build wealth over time.
Newsroom
Joel Callagan, CFP®, NSSA®, CLTC®, CEPA®, Vice President, and Financial Advisor at Wealth Enhancement was quoted by Yahoo! Finance in “5 Best Questions to Ask Your Financial Advisor in the New Year.”
Newsroom
Joel Callagan, CFP®, NSSA®, CLTC®, Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in “10 Things Fixed-Income Retirees Can Do Right Now To Eliminate Financial Stress.”
Newsroom
Joel Callagan, CFP®, NSSA®, CLTC®, Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in “If You Put $7K Into an IRA, How Much Money Could You Earn?.”
