Joel Lenzini - Retirement Planners of America

Joel Lenzini

Family

Joel and his wife, Nicolette, have been married since 2006. They live in Redondo Beach, CA with their two children. When not working with clients, he enjoys coaching youth sports, travelling and history. Coach Joel, as the kids know him, played linebacker in college and had the fortune of being coached by two future Super Bowl winning coaches. He volunteers for PONY baseball and Youth USA softball.

Business Philosophy

With over 20 years of experience in the financial services industry, Mr. Lenzini brings a unique perspective to capital markets. Using a defensive approach to investments and planning, Mr. Lenzini believes capital preservation is the foundation for success. Through proper planning and guidance, retirement should be a second childhood without parental supervision.

Education

College of the Holy Cross – Bachelor of Arts – 2002
UCLA – Personal Financial Planning Program – 2011
College for Financial Planning – Chartered Retirement Planning Counselor – 2019

Business Experience

2016–Present: Financial Advisor, Retirement Planners of America
2007–2016: Sr. Investment Consultant, TD Ameritrade
2004–2007: Financial Advisor, Edward Jones
2002-2004: Underwriter/Manager, Amica Insurance

Accomplishments

RPOA Chairman’s Council, 2017-2019
RPOA Advisor Council Board, 2016-2019
TD Ameritrade President’s Club
TD Ameritrade Advisor Direct Champion
TD Ameritrade Amerivest Champion
TD Ameritrade YEHP Champion
Edward Jones Top Prospect Award

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