Joel DeMaria, CFP®

Not long after graduating college, I was fortunate to get a job at B|O|S working as a portfolio administrator alongside Colleen Supran. I was able to see firsthand how much Colleen truly enjoyed working with her clients and getting to know them and their families on a personal level. It inspired me to obtain my CFP and pursue a career as a financial planner.

My best days are spent helping my clients achieve both their financial and personal goals. It is extremely satisfying to help a client live the retirement that they’ve dreamed about, help their child purchase their first home, or support charitable causes that they are passionate about.

I think financial planning is an incredibly important skill in today’s world. Unfortunately, young people are not taught many of the basic financial skills and principles in school. Therefore, it is incredibly important for individuals to have a trusted advisor who can educate them on financial issues and help them avoid making costly mistakes along the way.

I want my clients to know that I’m dedicated to making sure that all the bases are covered. I’m very well-organized, responsive, and always make sure that things get done correctly.

I think the world needs more compassion. One thing that I’ve learned throughout my career is that you never know what type of stress or personal issues someone is dealing with or obstacles they have had to overcome. If we could come at things with that in mind, I think that we could all understand each other a little better.