Joel Urbina
Advisor Associate
As an Advisor Associate, Joel focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. With over 10 years of financial industry experience prior to joining the firm in 2022, he has held positions in banking and financial services including as a Financial Advisor at PNC Investments. Joel earned his BA and MBA from the University of Illinois at Chicago.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
