About Joel Faber

Joel Faber is a seasoned financial advisor with 22 years of experience dedicated to guiding individual clients toward their financial aspirations. Specializing in investment management, Joel distinguishes himself through his unique approach to portfolio construction. He meticulously crafts diversified portfolios that blend individual stocks, Exchange Traded Funds (ETFs), and mutual funds, aiming to optimize growth and manage risk according to each client's specific needs and goals. Joel's extensive experience and tailored investment strategies help provide his clients with a confident and clear path to financial well-being.

All investing involves risk, including the loss of principal.  There is no assurance that any investment strategy will be successful.  A diversified portfolio does not assure a profit or protect against loss in a declining market.

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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Summit Financial Networks is a region of Cetera Wealth Services, LLC.  Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license # 0644976), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.

 

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Important Disclosures and Form CRS | Business Continuity

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

1957 Carriage Drive, Walnut Creek, CA  94598

Phone:  925-977-8350

 

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