Joel Roberts

Certified Financial Planner · Certified Financial Therapist · Retirement Income Certified Professional

Needham, Massachusetts

Virtual

In-Person

Specialties

Retirement PlanningBusiness OwnersWealth ManagementFinancial PlanningRetirement Income

About Me

I am the Founder and CEO of Brescor Wealth, an independent wealth management firm (RIA) that guides people to better financial wellness through therapy-informed coaching, financial planning, and investment advisory.

I help individuals, couples, and families navigate significant life transitions, especially those with ties to the healthcare industry. I am a Personal Finance Coach, Financial Therapist, Financial Planner, and Investment Advisor. I've worked in wealth management nearly 20 years, and I have held multiple C-level positions. I have an academic background in finance, corporate strategy, and economics. I hold CFP®, RICP®, and CFT™ certifications and an MBA. My specialties include budgeting, debt management, personal financial statements construction and analysis, retirement planning, and life transitions planning.

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Interests & Hobbies

RunningSkiingTravelFootballPokerVideo GamesDogsReadingHikingGardeningPoliticsPodcastingMuseumsMusicComedy ShowsVolunteering

Ready to talk?

Always free for clients.

Credentials

Certified Financial Planner, Certified Financial Therapist, Retirement Income Certified Professional

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

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SEC Investment Adviser Public Disclosure

Disclosures

Any content provided by Brescor Wealth Advisory LLC ("Brescor Wealth") on its website or social media pages is intended solely for general information about our business and the services we provide. It does not constitute personalized investment advice or a recommendation to buy or sell any security or other financial product. Brescor Wealth does not offer legal advice. We strongly encourage clients to seek advice from legal experts regarding any legal matters relevant to them. Clients agree to release and hold harmless Brescor Wealth and its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of their actions or omissions which are independent of clients' receipt of personalized investment advice from Brescor Wealth.