H. Joe Kukula, CMFC® CRPC® APMA®
LPL Financial Advisor
I still remember the first time I was contacted by a Financial Advisor…fresh out of college and newly married. I recall how he expressed the importance to be intentional about our finances and start saving early. We immediately started a small monthly investment with that Financial Advisor. We also discovered quickly that we could always depend on his guidance and experience. I often tell people that taking his advice was one of the best decisions we ever made. I’ll be forever grateful for the Financial Advisor who took the time to guide us.
His influence inspired me to do the same for others.
Since becoming a Financial Advisor and joining Waddell & Reed in 2009, I believe my clients have always appreciated my having a heart of a teacher. I'm extremely proud to have the experience, desire and resources to help individuals, families and businesses clarify their goals. I help young professionals balance their short and long-term goals with their day-to-day choices. A common focus for mature couples is to confirm whether their diligence has paid off and they're ready to retire. I help retirees live a lifestyle that complements the resources they worked hard to accumulate.
In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering a plan designed to pursue their individual needs, I help my clients clarify the path to their goals.
It's extremely fulfilling to help clients make informed decisions for their goals and circumstances. I recognize that I'm successful when my clients' money becomes a positive influence in their lives and those around them.
(03/21)