Joel Huet
CFP®, CTFA, CISP
White Sand Wealth Management
Founder
Joel Huet
CFP®, CTFA, CISP
White Sand Wealth Management
Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice and build long lasting relationships with clients. - Joel Huet, CFP®, CTFA, CISP
Fee-Only financial planner located in Liberty, MO, serving clients locally and across the country
Joel Huet is a Liberty, MO fee-only financial planner. White Sand Wealth Management provides comprehensive financial planning, investment management and trust & estate management to help clients ranging from baby boomers to business executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joel Huet is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joel Huet is a fee-only financial planner at White Sand Wealth Management located in Liberty, MO.
I have been in the financial services for over thirty years. In addition to obtaining my CFP in 2001, I have an MBA, CTFA (Certified Trust and Financial Advisor) and CISP (Certified IRA Specialist) designation. I have a wide range of experience including trust administration and management of investment and trust divisions in the Kansas City market. During that time, I twice served as the Missouri Trust Services Chairman.
After many years in the corporate environment, I realized what I enjoy most is helping clients realize their financial goals. With the idea of putting client needs ahead of corporate profits, I started my own firm, White Sand Wealth Management
I grew up in Western Kansas, but have lived in the Kansas City metro area since 1989. Over the years I have enjoyed being involved in a number of charitable committees and boards. My wife Tina and I have raised three wonderful boys and really enjoy beach vacations as a family. Three of my son's, AJ, Jake and Sam, are currently a part of the firm.
My goal is always to create a long-lasting relationship with clients that is built on comfortable communication and trust, with an eye on moving you and your family down the road to success. We've got our hands on the steering wheel. You just enjoy the ride.
Joel Huet is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are a fee-only financial planning and wealth management group who puts client needs ahead of our own. Our team of professionals joins you in your dream of creating a secure and prosperous future for you and yours. Our goal is always to create a long-lasting relationship with clients that is built on comfortable communication and trust, with an eye on moving you and your family down the road to success.
We've got our hands on the steering wheel. You just enjoy the ride.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Joel Huet is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Joel Huet is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Joel Huet is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Joel Huet is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Joel Huet is a Certified Trust and Fiduciary Advisor (CTFA)Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts, and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation, or trust administration.
Contact Joel Huet
Office Locations:
-
131 S. Water Street
Liberty, MO 64068
