Joel Huet, CFP®, CTFA White Sand Wealth Management

Contact this advisor

About Joel Huet, CFP®, CTFA, CISP

Joel graduated from Fort Hays State University (1986) with his BBA. He later obtained his MBA from the University of Missouri- Kansas City (1992). Joel is also a graduate of the Cannon Trust School, Pepperdine University and the College for Financial Planning, Denver, Colorado. In addition to his CFP®, Joel also has his Certified Trust and Financial Advisor(CTFA) and Certified IRA Professional (CISP) designations.

Prior to founding White Sand Wealth Management, Joel was the Trust Market Manager for Mobank. He has also held positions as the Division Manager for the Wealth Management Group at Blue Ridge Bank and as the Director of Sales for the Commerce Trust Company.

Joel is a member of the Children’s Mercy Hospital Planned Giving Council and Big Brothers Big Sisters of Greater Kansas City Corporate Club. He is also the former Chairman of the Missouri Bankers Association Trust Services Committee and Vice Chairman of Hillcrest Transitional Housing of Clay County. Joel is a current member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Business Executives
  • Estate Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250/mo
  • AUM: 1.0%

SEC Records

States Registered

  • Missouri

Loading...