Joel K Balam, AIF & NAPA CPFA works with plan sponsors to help manage plan performance and participant outcomes. With access to tools and resources from LPL Financial, Joel helps retirement plans to educate plan fiduciaries, monitor investments and engage participants. Joel also focuses on providing holistic planning and guidance to business owners and individuals through comprehensive service and independent advice. Joel K Balam, AIF & NAPA CPFA has more than 14 years in the financial services industry, including previous positions with Principal Financial Group and Northwestern Mutual.
Joel is married to Jessica the love of his life and has 3 children Nathaniel, Alexander and Merina. In his free time Joel enjoys spending time with family, playing golf, softball and watching Kansas City Chiefs football and KU Basketball.