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Joe Darpel, Cfp® Email & Phone Number

Financial Advisor | 401k Advisor & Asset Management | Financial Planning | Retirement Planning | Investments at Oliver Wealth Management
Location: St Louis, Missouri, United States 4 work roles 2 schools
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Current company
Role
Financial Advisor | 401k Advisor & Asset Management | Financial Planning | Retirement Planning | Investments
Location
St Louis, Missouri, United States
Company size

Who is Joe Darpel, Cfp®? Overview

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Quick answer

Joe Darpel, Cfp® is listed as Financial Advisor | 401k Advisor & Asset Management | Financial Planning | Retirement Planning | Investments at Oliver Wealth Management, a company with 2 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Joe Darpel, Cfp®.

Joe Darpel, Cfp® previously worked as President at Smart Steps Wealth Management Llc and Senior Vice President & 401k Advisor at Oliver Wealth Management. Joe Darpel, Cfp® holds Bachelor'S Degree, Finance, General from Richard A. Chaifetz School Of Business - Saint Louis University.

Company email context

Email format at Oliver Wealth Management

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Oliver Wealth Management

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Profile bio

About Joe Darpel, Cfp®

Some of my earliest childhood memories are of my father studying the latest stock market charts. Inspired at a young age by Dad's passion for the market, I followed in his footsteps. I began working for him as an investment advisor in the early 90s and now have more than 25 years of experience in the financial industry. At Oliver Wealth Management, we know that people with portfolios of all sizes are looking for the same thing — an honest relationship with a financial advisor who genuinely values their needs and concerns. I truly enjoy spending time with each and every client, helping them meet their financial goals.

Current workplace

Joe Darpel, Cfp®'s current company

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Oliver Wealth Management
Oliver Wealth Management
Financial Advisor | 401k Advisor & Asset Management | Financial Planning | Retirement Planning | Investments
towson, maryland, united states
Employees
2
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4 roles

Joe Darpel, Cfp® work experience

A career timeline built from the work history available for this profile.

President

Current
Smart Steps Wealth Management Llc
Apr 2024 - Present

Senior Vice President & 401K Advisor

Current

St Louis, Missouri, United States

Mar 2020 - Present

Branch Manager

St. Louis, Missouri

Dec 2005 - Mar 2020
2 education records

Joe Darpel, Cfp® education

FAQ

Frequently asked questions about Joe Darpel, Cfp®

Quick answers generated from the profile data available on this page.

What company does Joe Darpel, Cfp® work for?

Joe Darpel, Cfp® works for Oliver Wealth Management.

What is Joe Darpel, Cfp®'s role at Oliver Wealth Management?

Joe Darpel, Cfp® is listed as Financial Advisor | 401k Advisor & Asset Management | Financial Planning | Retirement Planning | Investments at Oliver Wealth Management.

Where is Joe Darpel, Cfp® based?

Joe Darpel, Cfp® is based in St Louis, Missouri, United States while working with Oliver Wealth Management.

What companies has Joe Darpel, Cfp® worked for?

Joe Darpel, Cfp® has worked for Smart Steps Wealth Management Llc, Oliver Wealth Management, Raymond James, and Raymond James Financial Services, Inc..

Who are Joe Darpel, Cfp®'s colleagues at Oliver Wealth Management?

Joe Darpel, Cfp®'s colleagues at Oliver Wealth Management include Tiffany Holman and Andrew Knachel.

How can I contact Joe Darpel, Cfp®?

You can use AeroLeads to view verified contact signals for Joe Darpel, Cfp® at Oliver Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Joe Darpel, Cfp® attend?

Joe Darpel, Cfp® holds Bachelor'S Degree, Finance, General from Richard A. Chaifetz School Of Business - Saint Louis University.

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