With more than 29 years of experience in financial planning and investment management, Joe Jabar has the accumulated knowledge and perspective to help you with your financial goals. As a CFP® (Certified Financial Planner®) professional, Joe understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Joe will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.
Joe endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Joe designs a customized financial plan and investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Joe puts it into action and seeks opportunities to adapt to life changes and new goals.
Joe began his career in financial services in 1996 and previously spent 23 years with LPL Financial. Today, Joe provides comprehensive financial and retirement planning, portfolio management, risk assessment and more through Raymond James.
A native of Waterville, Maine, and graduate of Colby College, Joe resides with his wife, Bridget, in Belgrade. Joe and Bridget have three children, Ryan, Justin and Jordan. Joe has a long history of community involvement and believes strongly in giving back to the community he grew up in. He has coached young athletes from the youth to high school levels and has served on numerous non-profit boards including the Humane Society-Waterville Area, the Waterville Opera House, the Holocaust & Human Rights Center of Maine, the United Way of Mid-Maine and the Alfond Youth and Community Center. Away from the office, Joe enjoys travelling, playing tennis and spending time with friends and family.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
