Joel Staples, JD, CFP ®, CPWA®

Professional 

Joel earned a baseball scholarship to St. Mary’s College of California and was drafted by the Florida Marlins in 2008, playing two seasons. After baseball, he practiced law before pivoting to wealth management in 2016. He began at Northwestern Mutual, later joining DJM Financial, where he helped manage over $1B in client assets. In 2022, he brought his practice to Cooper McManus, where he now helps to lead the team and has been instrumental in growing the firm’s assets to more than $1B.

Expertise

Joel and his team are go-to advisors for high-net-worth individuals, families, settlement specialists, and plaintiffs’ attorneys seeking bespoke financial strategies for themselves or their clients. Whether managing the complexities of a significant liquidity event, structuring estate plans, or optimizing one’s portfolio for tax efficiency, they excel at turning complexity into opportunity.

Personal 

Joel resides in Tustin, California with his wife, Mirranda, and their two kids, Cooper and Cortland. He is an active member of Compass Bible Church in Aliso Viejo.  In his spare time, he enjoys spending time with his family, escaping to the outdoors in Lake Arrowhead, and playing basketball.

Check the background of this investment professional on FINRA BrokerCheck

California Insurance License #OK78402 | Securities Series 6, 7, 63