Secure Your Future with a Trusted Financial Planner
At Joel Urquidez Financial Services, we believe that financial peace isn’t just a dream—it’s a plan. As a Trusted Financial Planner in Montclair CA, Joel Urquidez offers personalized, results-driven financial planning services designed to help you eliminate debt, grow your wealth, and protect your family’s future.
Whether you're a high-earning professional, a growing family, or someone seeking clarity in your financial journey, our comprehensive services are tailored to your unique goals. With over a decade of experience as a Personal Financial Advisor in Montclair CA, Joel brings both expertise and empathy to every client relationship.
Why Choose Our Financial Planning Services?
We understand that no two financial journeys are alike. That’s why we take a personalized approach to every plan we create. Our services are ideal for individuals and couples who are:
Earning over $100K and seeking financial clarity
Struggling with debt and looking for a clear path forward
Planning for major life events like homeownership, education, or retirement
Interested in Investment Management Services in Montclair, CA
Exploring Life Insurance Consulting to protect their loved ones
Our mission is simple: to help you make confident financial decisions that lead to long-term peace of mind.
With a Master’s in Business Administration and licenses in life insurance, investments, and mortgages, Joel Urquidez is more than just a financial planner—he’s your partner in building a secure future. As a Financial Advisor in Montclair CA Joel has helped countless families eliminate debt, grow their savings, and gain control over their financial lives.
His signature 12-week program, The Financial Freedom Blueprint, is designed to transform financial stress into clarity and confidence. Whether you’re looking for a Life Insurance Advisor near you or a long-term investment strategy, Joel’s holistic approach ensures every aspect of your financial life is covered.
Our Core Services
Comprehensive Financial Planning : We start by understanding your current financial picture and future goals. Then we build a customized roadmap that aligns with your values, lifestyle, and long-term vision.
Investment Management Services : As a Financial Planner in Montclair, CA, Joel partners with leading firms like Fidelity, Lincoln, American Funds, and Franklin Templeton to offer diversified investment strategies tailored to your risk tolerance and growth objectives.
Life Insurance Consulting : Protect what matters most. As a Life Insurance Consultant in Montclair, CA, Joel helps you choose the right coverage to safeguard your family’s future—without overpaying.
Debt Elimination Strategies: Say goodbye to financial stress. We’ll help you create a step-by-step plan to eliminate debt and free up resources for what truly matters.
Retirement & Estate Planning : Plan today for the life you want tomorrow. From 401(k) rollovers to wills and trusts, we help you prepare for a secure and meaningful retirement.
Does this sound familiar? What Sets Us Apart?
10+ Years of Experience in financial coaching and planning
Licensed in Life, Investments, and Mortgages for a holistic approach
Compassionate, No-Judgment Guidance—we meet you where you are
Tailored Strategies—no cookie-cutter plans here
Ongoing Support—we’re with you every step of the way
Whether you’re searching for a Top Insurance Advisors in Montclair CA or a long-term financial partner, we’re here to help you thrive.
Client Success Stories
Our clients often come to us feeling overwhelmed, uncertain, or stuck. After working with Joel, they leave with a clear plan, renewed confidence, and a sense of control over their financial future.
"Joel helped us eliminate over $50,000 in debt and finally start saving for our kids’ college. His guidance changed our lives." - Maria & David, Montclair, CA
"I never thought I’d understand investing, but Joel made it simple. Now I feel empowered to make smart decisions for my future." - Anthony, Rancho Cucamonga, CA
Ready to Take Control of Your Financial Future?
Whether you’re just starting out or looking to refine your strategy, we’re here to help. As a Financial Advisor Life Insurance in Montclair CA, Joel Urquidez offers the tools, insights, and support you need to succeed.
Call us at (951) 944-0265
Email: joel.urquidez@jomoneymatters.com
Office Hours: Monday – Friday, 9am – 5pm
Or simply fill out the form on this page to request a consultation. We’ll get back to you promptly and help you take the first step toward financial peace.
Let’s Build Your Financial Roadmap—Together
At Joel Urquidez Financial Services, your goals are our priority. Whether you need a Financial Planner Life Insurance specialist, a trusted investment advisor, or a compassionate guide through life’s financial decisions, we’re here to walk beside you.
Your money matters. Let’s make it work for you.
Frequently Asked Questions
1. What makes Joel Urquidez a Trusted Financial Planner in Montclair CA?
Joel brings over a decade of experience, an MBA, and licenses in life insurance, investments, and mortgages. His personalized approach, combined with partnerships with top firms like Fidelity and American Funds, makes him a go-to Personal Financial Advisor in Montclair, CA for families seeking clarity and confidence.
2. Who is your financial planning program best suited for?
Our services are ideal for married professionals earning over $100K who want to eliminate debt, build wealth, and secure their family’s future. Whether you're just starting out or refining your strategy, Joel’s 12-week Financial Freedom Blueprint offers a clear, actionable path forward.
3. What’s included in your financial planning services?
We offer a comprehensive suite of services, including Investment Management, Life Insurance Consulting, debt elimination strategies, retirement planning, and estate planning. Every plan is tailored to your goals, risk tolerance, and long-term vision.
4. How do I get started with a Financial Advisor near me in Montclair CA?
It’s easy! You can call us at (951) 944-0265, email joel.urquidez@jomoneymatters.com, or fill out the contact form on our website to request a consultation. We’ll schedule a time to understand your needs and begin building your personalized roadmap.
5. Do you offer life insurance advice as part of your financial planning?
Yes. As a licensed Life Insurance Consultant in Montclair CA, Joel helps clients choose the right coverage to protect their families—without overpaying. Life insurance is a key part of our holistic approach to financial security.
All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.
PFS
PFS
4650 ARROW HWY, MONTCLAIR CA 91763
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