Joel Pareno

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Joel Pareno is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Joel employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, by helping them grow and protect their assets.

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