Joel Suarez

ChFC®, CFP®

Joel Suarez has over 18 years experience as a financial advisor and is a Certified Financial Professional® (CFP®) practitioner and has earned the Chartered Financial Consultant® (ChFC®) designation.  Joel worked for eight years as an accountant specifically in public and non-profit accounting. Joel has a Bachelors' of Science in Business Administration with degrees Finance and Accounting from the University of Arizona (Bear Down!). 

He emphasizes holistic planning that concentrates on his clients' retirement, investments, insurance, tax and estate planning areas. Joel has conducted financial planning and management workshops at various West Texas universities, hospitals, municipalities and other businesses. The diverse client base varies from business owners, retirees as well as university faculty, staff, administrators and coaches, hospital and municipal employees. 

Joel enjoys traveling, grilling, riding his mountain bike as well as trying to stay fit and of course spending time with his friends and family.  Joel and his wife, Sylvia have lived in Lubbock since 1996. Joel is proud to be from Odessa, Texas and a Permian High School alumni.

Phone 806-796-3476
Fax 806-771-0348