Bio Joelle Spear, CFP

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Joelle Spear, CFP®

Financial Adviser, Partner, Canby Financial Advisors

Phone: 617.721.7177

Joelle Spear joined Canby Financial Advisors in 2014 and became a Partner in 2020. She likens every client's financial situation to a jigsaw puzzle and her role is to help them understand how the pieces fit together. To make financial planning more comprehensible — and sometimes even fun — she uses pictures to explain "the meaning behind the math." This helps to give clients a better picture of where they are today and what the future may look like.

She has an MBA with a finance concentration from Bentley University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.

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