Joel C. Magruder II, “J2”, has been in the financial services industry for over 5 years. While previously working as an Internal Wholesaler, he consulted advisors across the country educating them about an assortment of financial instruments for investing and retirement planning. His past work experience as a product specialist, helps to bring a different view by identifying the ideal product to use for client scenarios. As a Financial Advisor, he brings a ‘big picture’ approach to helping clients strive for their goals and dreams with comprehensive strategies and plan design.
As of March 2023, he has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification is the standard of excellence in financial planning and CFP® professionals meet rigorous education, training and ethical standards. CFP® professionals are held to a fiduciary standard, meaning that they are required to act in their clients’ best interests.
He is passionate about working with people and leading them toward their goals, especially with investing toward retirement. His strong interest in investing dates back to his days in Middle School.
J2 graduated from Iowa State University where he was very active on campus as well as in the classroom. He maintains an interest in music, in which he produces, engineers, and sings original pieces with his music group. Also, he loves to golf and play basketball around the Des Moines Metropolitan area.