Joel Urquidez founded his firm with a simple but powerful mission : to help families break free from debt and build lasting financial peace. After earning his MBA and securing licenses in life insurance, investments, and mortgages, Joel spent over a decade guiding clients through life’s financial crossroads. As aTrusted Financial Planner in Montclair CA, he saw firsthand how many high-earning professionals lacked a clear, personalized strategy. That insight inspired the creation of his signature 12-week program - The Financial Freedom Blueprint - designed to turn financial stress into confidence and clarity.. Today, Joel continues to serve as a compassionate Personal Financial Advisor in Montclair CA, empowering families to take control of their future with expert guidance and unwavering support.