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Joseph Wilder - Financial Advisor in Benicia, CA

Joseph Wilder

Financial Advisor

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As a child, finances were always limited. Hand-me-downs prevented me from being "in-style" and I was not a stranger to hunger. During this time, I witnessed children from the "other side of the tracks" living comfortable...... Show More
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  • 5.0
    google
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    Jennifer L
    Posted on May 24th, 2024 12:00 AM
    Joseph Wilder has received a review with 5 star rating from Jennifer Lynch
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    About
    As a child, finances were always limited. Hand-me-downs prevented me from being "in-style" and I was not a stranger to hunger. During this time, I witnessed children from the "other side of the tracks" living comfortable lifestyles. I began reading every financial piece I came across to discover the missing link from the haves and have-nots. I sought an education in economics and finance. I graduated without debt and began helping others. I continue to learn through ongoing courses, certifications and continuing education. I chose Edward Jones because the firm most closely aligned with my passion of teaching, helping and serving others.Outside of work: Having self-published three works of fiction, I enjoy writing. I also love everything outdoors: camping, hiking, mountain biking and traveling.Philanthropy: I served 10 years on the Sheriff's Search and Rescue. I've served on boards and committees. I currently enjoy being a part of the Benicia Soroptimist - for the betterment of women - and the Sons of the American Legion - to honor our Veterans. With five sisters, I grew up surrounded by women. Generally speaking, women are overlooked in the financial realm; most advisors are focused on men - the traditional breadwinners. Historically, this may have been true, but this has changed. It is time that women receive the same attention and importance as their male counterparts. Regardless of gender, I best serve my clients by being open and honest. I gain trust over time by putting the interests of my clients first and foremost. When acting as a fiduciary, I educate by discussing all of the options, the cost and fees, and then help decide on the best solution based on your goals and needs (not mine). I know that as I treat you right, you will introduce me to those you love and care about, allowing me to add value to their lives as well.Give me a call and let's get to know each other.
    Specialities
    Socially Conscious Investing
    Wealth Strategies
    Retirement Savings Strategies
    Intergenerational Planning
    Insurance & Annuities
    Estate & Legacy Strategies
    Traveling
    Backpacking
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Joseph Wilder
    What organization is Joseph Wilder associated with?
    Joseph Wilder is associated with Edward Jones.
    What is Joseph Wilder’s work email address?
    Joseph Wilder’s professional email address is j***********r@e**********.com. You can also email Joseph Wilder by clicking on the contact Joseph Wilder.
    Where is Joseph Wilder based out of?
    Joseph Wilder’s primary location is Benicia, CA.
    What is Joseph Wilder's phone number?
    Joseph Wilder's phone number is (707) 745-3122
    What is Joseph Wilder's title??
    Joseph Wilder is a Financial Advisor.