Name: Joel Javer
Title: Partner and Certified Financial Planner™
SH&J team member since: December, 1990
As a Partner of Sharkey, Howes & Javer, a financial advisor, marketing director and member of the investment department, you wear many hats around here, and are a role model to your staff. What advice do you have for our younger team members and for people wanting to join the financial planning industry?
Be honest with yourself and clients. Listen carefully to what clients say and provide non biased advice as to what they should do to achieve their goals.
What was your first job and how old were you?
I had a paper route when I was 10 and then worked in a stationary store when I was 15.
You have traveled all over the world. What was your favorite destination and why?
Italy. The people are fun to be with, the country and cities are beautiful and I can recognize what I am eating.
Looking back, what do you feel has been your biggest accomplishment?
Starting Sharkey, Howes & Javer. The number of clients we have helped with their financial decision making and the generations of planners that we have developed to assure continuity of client needs and the legacy of the firm, when I stop to think about it, is richly rewarding.
Tell us something we would be surprised to learn about you.
As I child, I liked listening to classical music.
