Joel Blattner, CFP®
Founding Director of Investments & Planning
Joel has been in the financial industry for several years, having obtained a Bachelor’s degree in Finance from the University of Wisconsin - Oshkosh and the CERTIFIED FINANCIAL PLANNER™(CFP®) certification. He has performed at a high level in various industry roles, but has thrived in his passions of advanced financial planning and portfolio construction.
He is a registered Investment Advisor Representative, and is securities, life, variable, and accident and health licensed. He oversees the investment operations and fee based financial planning for Avaii. This role includes executing transactions, ongoing monitoring of client portfolios, and extensive investment research.
Having grown up in a blue collar home, Joel was taught to work hard and value the money his family earned. This attitude is beneficial to his work at Avaii and in his family life. When he’s not working, Joel spends time with his wife and three children. He also enjoys spending time outdoors, fishing, and hunting.