Jansen Joehl, CFP®

Financial Representative

Professional

A second generation CFP® with the company whose family has been serving clients for over 25 years. I specialize in comprehensive financial planning for physicians and motivated sales professionals. I work with my clients to create a long-term financial game plan that manages wealth, mitigates risk, and saves money tax efficiently.


CERTIFIED FINANCIAL PLANNERTM (CFP®) - The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional ResponsibilityRules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. 

Education

Degree Major Institution
Bachelor of Science Personal Financial Planning University of Missouri - Columbia
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck