William "Joel" Wright
Founder, WJWright Financial Services
Joel is the founder and WJWright Financial Services LLC. He earned his Bachelor degree from California State Hayward in Speech Communication and Organizational Communication. This education has been a hallmark in Joel’s practice as it gives him the ability to translate the often complicated concepts and theories of investing into a clear and concise investment plan that he and his clients can understand and act upon.
After college, Joel worked for Macy’s Department stores quickly becoming the manager of the third largest store on the west coast. Eventually Joel made the decision to change direction into financial services where he could focus more closely on his skills and abilities to make a meaningful difference in people’s lives. Initially he went to work for a national brokerage firm working as a registered representative while maintaining additional responsibilities as a designated trainer and mentor to new representatives in the company. After spending seven years serving in these roles, Joel again fine-tuned his ability to make meaningful differences in people’s lives by establishing his independence with his firm WJWright Financial Services. This change gave him the opportunity to offer a more comprehensive financial planning approach and better service for his clients. He chose to partner with the independent brokerage firm LPL Financial in this venture based on their superior ability to provide needed services to independent advisors like himself.
Joel’s financial philosophies are centered on the delicate balance between each of his client’s investment objectives and the changing assumptions of various investment markets. He therefore focuses much of his practice on the principles of the disciplinedIQ investment process which combines a disciplined approach to asset selection and allocation with a sensible approach to risk management. This process is the result of a critical exploration of industry biases and a rethinking of the basic tenants of traditional investment philosophy. Visit disciplinedIQ for a preview of the process.
Joel and his wife, Jill, married in 1998. They have two wonderful boys. Both are in elementary school and are involved in many sports including baseball, triathlons and football. Jill works part time as a special education teacher and in her spare time is an Ironman triathlete. The family’s hobbies include snowboarding, golf, cycling and having fun on the trampoline. Beside his duties helping his clients, Joel is very involved in the local bicycling community. He rides for the Emde Racing Team and participates in most local bike races.
Additional information about Joel Wright:
Industry Qualification Exams:
FINRA Series 7 - General Securities Representative
FINRA Series 24 - General Securities Principal
FINRA Series 66 - Uniform Securities Agent/Investment Advisor State Law
Washington Life and Health Insurance License
There is no guarantee that asset allocation or diversifiation will enhance overall returns, outperform a non-diversified portfolio, or ensure a profit or protect against a loss.
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