Joel Schrimpf, CFA^®, CFP^®

Focus Areas

Comprehensive Financial Planning

Estate Planning

Risk Management

About the Financial Advisor

Joel is a part of The 401 Group. His goal with every client is to understand their financial situation and learn what areas are most important to them.

Joel focuses on serving individuals, families, and organizations in Minneapolis, MN.

He serves his clients by helping them plan as it relates to budget, preservation, investment, tax, retirement, and estate.

Education and Designations

• Minnesota State University, Bachelor’sDegree, Mathematics
• CFA^® – Chartered Financial Analyst®
• CFP^® – CERTIFIED FINANCIAL PLANNER^™

Personal Life

Joel enjoys spending time with his wife, Sarah, doing outdoor activities, coaching high school wrestling, and attending the Minnesota Twins games.