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Joel Marius, RFC ® , Co Founder, Investment Executive & LPL Financial Advisor

 Joel Marius loves partnering with people and businesses to help them build, maintain, and preserve their wealth. Joel has over 19 years of experience in the financial industry, is a business owner and entrepreneur. Joel has been securities, investments and life insurance licensed since 2010 and working for some of the largest financial institutions in the country as a top performer. Joel provides valuable resource, knowledge and experience to help his clients with personal and business financial planning, retirement, investments, portfolio management, estate planning and insurance. Additionally, Joel loves teaching and helping people turn their passion into income through entrepreneurship. Joel is highly dedicated to his clients as his clients are like family. Joel’s top priority is for his clients to have peace of mind. 


Joel holds a bachelor’s degree in business administration and finance from the University of South Florida. Joel and his wife Juliana have been married since 2012, have a beautiful daughter and 4 dogs. Outside Financial Colors Wealth Management, Joel and Juliana are passionate and dedicated in helping, fostering, and rescuing dogs to find new homes. Joel enjoys spending time with his family and his dogs, playing sports, and traveling. 


On May 11, 2020, Joel Marius was awarded the Ethics Approved Status and earned the Registered Financial Consultant (RFC®) designation by the International Association of Registered Financial Consultants (IARFC®). 


Licenses & designations held include: 

  • Registered Financial Consultant (RFC® )
  • Series 7, 63 & 65 Investments & Securities Licenses
  • Life, Accident, Health & HMO
  • Property & Casualty



Contact Joel Marius

Address

5700 Granite Parkway Ste 200, Plano, TX 75024

Phone: (469) 502-3552 Email: joel@financialcolorswm.com

Hours

Mon

08:00 am – 05:00 pm

Tue

08:00 am – 05:00 pm

Wed

08:00 am – 05:00 pm

Thu

08:00 am – 05:00 pm

Fri

08:00 am – 05:00 pm

Sat

By Appointment

Sun

Closed


  

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, TX, FL, LA, OK, AR.