Grow Your Wealth with a Trusted Financial Advisor
At Joel Urquidez Financial Services, we believe smart investing starts with a clear plan and a trusted guide. As a Personal Financial Advisor in Montclair CA, Joel Urquidez offers tailored Investment Management Services that align with your goals, risk tolerance, and long-term vision.
Whether you're planning for retirement, saving for your children’s education, or building generational wealth, our strategies are designed to help you invest with confidence and clarity.
Why Choose Our Investment Management Services?
We understand that every investor is different. That’s why we offer personalized solutions—not one-size-fits-all portfolios. Our services are ideal for:
Married professionals earning over $100K
Individuals seeking long-term financial growth
Families looking to protect and grow their assets
Clients who want access to top-tier investment firms
Anyone searching for a Financial Advisor near me in Montclair CA
Meet Your Investment Partner: Joel Urquidez
With over a decade of experience and licenses in life insurance, investments, and mortgages, Joel Urquidez is more than a financial planner—he’s your long-term investment partner. As a Trusted Financial Planner in Montclair CA, Joel works closely with clients to craft investment strategies that reflect their values and aspirations.
He partners with leading firms like Fidelity, Lincoln, American Funds, and Franklin Templeton to offer a diverse range of investment options tailored to your needs.
Our Investment Management Approach
Personalized Portfolio Design : We begin by understanding your financial goals, time horizon, and risk tolerance. Then we build a diversified portfolio that reflects your unique situation.
Ongoing Monitoring & Adjustments : Markets change—and so do your needs. We provide regular reviews and proactive adjustments to keep your investments aligned with your goals.
Tax-Efficient Strategies : We help you minimize tax liabilities through smart asset placement and withdrawal strategies, so you keep more of what you earn.
Retirement & Wealth Planning: From IRAs to 401(k) rollovers, we help you build a retirement plan that supports your lifestyle and legacy.
Life Insurance Integration : As a Life Insurance Advisor in Montclair CA, Joel ensures your investment strategy works hand-in-hand with your protection plan.
What Sets Us Apart?
10+ Years of Experience in investment and financial planning
Access to Top Investment Firms for diversified, high-quality portfolios
Holistic Planning that integrates insurance, retirement, and estate goals
Compassionate, No-Judgment Guidance—we meet you where you are
Ongoing Support to help you stay on track, year after year
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 build a portfolio that finally made sense for our goals. We feel more confident about our future than ever before." - Sarah & Miguel, Montclair, CA
"I used to feel overwhelmed by investing. Joel broke it down in a way that made it easy to understand—and now I’m actually excited about my financial future." - Kevin, Upland, CA
Ready to Invest with Confidence?
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 grow your wealth with purpose.
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 growth.
Let’s Build Your Investment Roadmap—Together
At Joel Urquidez Financial Services, your goals are our priority. Whether you need a Top Insurance Advisors in Montclair CA, a retirement strategist, or a trusted investment partner, we’re here to walk beside you—every step of the way.
Your money matters. Let’s make it grow.
Frequently Asked Questions
1. What types of investments do you offer through your services?
We provide access to a wide range of investment options through top-tier firms like Fidelity, Lincoln, American Funds, and Franklin Templeton. Whether you're interested in retirement accounts, mutual funds, or long-term growth strategies, we tailor your portfolio to match your goals and risk tolerance.
2. How do I know if investment management is right for me?
If you're earning over $100K and want to grow your wealth, plan for retirement, or protect your family's future, our Investment Management Services in Montclair CA are designed for you. We help simplify complex decisions and build a strategy that aligns with your lifestyle.
3. What makes Joel Urquidez a trusted financial advisor in Montclair, CA?
Joel brings over a decade of experience, an MBA, and licenses in life insurance, investments, and mortgages. His personalized, no-judgment approach and commitment to long-term client success make him a highly regarded Personal Financial Advisor in Montclair CA.
4. How often will my investment portfolio be reviewed?
We conduct regular reviews to ensure your investments stay aligned with your goals and market conditions. You’ll receive proactive updates and have the opportunity to adjust your strategy as your needs evolve.
5. Can you integrate life insurance into my investment plan?
Absolutely. As a licensed Life Insurance Consultant in Montclair CA, Joel ensures your investment strategy works hand-in-hand with your protection plan—so your wealth is not only growing but also safeguarded.
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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