Joel Nance
CFP®
TruePath Financial Planning
Principal
Joel Nance
CFP®
TruePath Financial Planning
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I've been developing fee-only financial plans as a CFP® since 2007. - Joel Nance, CFP®
Fee-Only financial planner located in Albuquerque, NM, serving clients locally and across the country
Joel Nance is an Albuquerque, NM fee-only financial planner. TruePath Financial Planning provides comprehensive financial planning with focuses on stewardship, retirement planning, and legacy planning as well as asset management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joel Nance is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joel Nance, originally from Fort Worth, Texas, has lived in Albuquerque for the last 20 years. Joel has been married to his wife for 24 years and has 4 children. The mountains of southern Colorado are one of his favorite places to hike and explore. He loves talking about investments and believes that this is a great time to be an investor because of the incredible number of choices. He especially loves watching and coaching basketball, but enjoys many other sports as well, including tennis, football, volleyball, track, or any other sport in which his children happen to be participating.
Joel has been doing fee-only financial planning with the CFP® designation since 2007.
Joel Nance 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.
My practice focuses on money management strategies, particularly approaches for improving retirement income. TruePath Financial Planning also enables investors to understand their current portfolio with regard to relative risk and return behavior compared to the general market.
Specialties: I specialize in analyzing investment strategies.
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
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Joel Nance 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.
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Joel Nance 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.
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Joel Nance 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.
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TruePath Financial Planning is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Joel Nance
Office Locations:
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3240B Juan Tabo Blvd NE
Suite A-2
Albuquerque, NM 87111
