Joel holds degrees in Finance and Criminal Justice from American University, graduating in 1980. His journey in the financial services industry began as a commodities trader and evolved into his current Advisory practice. Joel’s deep-seated passion lies in partnering closely with clients to address their Financial and Retirement Planning needs and charitable gifting. His approach is grounded in a thorough understanding of each client’s unique goals and aspirations. In a marketplace brimming with financial products, Joel, as a seasoned financial advisor, maintains a continuous appetite for learning in the field. He takes a collaborative approach, working hand-in-hand with clients to craft plans that align with their present needs and future aspirations.
Community involvement through the years has included Board Memberships with the Cystic Fibrosis, Susan G. Komen, Greater Philadelphia Hemophilia Foundation along with with McKaig Nature Center and the Presidents Leadership Council of Penn Future, PA. His favorite presently is serving on the Board of College Possible Philadelphia
Joel is married to Elizabeth Madonia Feldman (Liz) who is Co-Leader of the Main Line Fine Homes Team at Compass Real Estate of Philadelphia. Our pride and joy are our 3 children: Leah, Andrea’ and Sam along with their spouses, John Lowe and Sydney Trager and the newest member of their growing family, granddaughter Evelyn/Evie.
Joel and Client Service Associate Mary Tryon serve our client family from the Conshohocken branch.
Joel Feldman holds the Series 7, 63 and 65 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.