Joel Beyer is an award winning personal financial advisor specializing in business consulting, retirement planning and comprehensive wealth management. Since 1989, Joel has refined a team-based planning process that helps his clients to optimize their financial resources and manage their financial lives.
He serves as a financial strategist, confidant and life coach to a distinct group of business owners, professionals and retirees throughout Southern California and the United States. His hard work and dedication has earned him numerous financial industry service and excellence awards, including being named by San Diego Magazine as a Multi-Year Five-Star Wealth Manager.
Joel lives in Ramona California with his wife Cecelia, serves as an elder and board secretary for Calvary Chapel Ramona, and is a member, past Membership Director and past Charitable Foundation Board President for the Rotary Club of Escondido. When not working, Joel enjoys travel, Cross Fit, snow skiing, scuba diving and spending time with his family.
Joel is the Founder, Chief Executive Officer, Chief Investment Officer and Chief Compliance Officer of 215 Advisors, LLC.