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Joel E. Lorden, CFP®, CRPS®

Joel E. Lorden, CFP®, CRPS®

Joel E. Lorden is founder and President of Eastman Financial, LLC, an independently managed financial planning, investment management and retirement plan consulting firm serving individuals and small businesses.  Joel is a CERTIFIED FINANCIAL PLANNER™,Chartered Retirement Plans Specialist™, and Investment Advisor representative of Cetera Advisors LLC.

Joel’s independence ensures his guidance and advice are objective and free from any bias inherent with many financial firms.  Clients receive the personal attention of a small boutique firm along with the resources and support of one of the top independent Registered Investment Advisors, Cetera Advisors LLC, with one of the largest networks of independent financial advisors along with a top notch team of retirement plan professionals.  

Having earned the both the coveted CERTIFIED FINANCIAL PLANNER and Chartered Retirement Plans Specialist™ designations, you can have confidence in Joel’s knowledge, experience, and ethics.  As an Investment Advisor representative, Joel has the fiduciary duty and integrity to hold client’s interests first and foremost.

After graduating Cum Laude from the University of New Hampshire with degrees in Civil Engineering and Economics, Joel began his career as an environmental engineer with Phillips Petroleum Company.  While at Phillips Petroleum, Joel earned his MBA degree with an emphasis in finance from the University of Houston.  Over the course of a distinguished 20 year career with Phillips, Joel worked in such diverse areas as economic analysis, capital budgeting, employee education and as part of the management team of a pipeline subsidiary.

In educating employees about their retirement plan benefits, Joel discovered his true interest was in helping individuals and small businesses achieve their financial goals.  In 1998, Joel left Phillips to become a Financial Planner with AXA Advisors LLC.  In the time he spent at AXA Advisors, Joel earned his Certificate of Financial Planning from Oglethorpe University, followed by his CERTIFIED FINANCIAL PLANNER™ designation, the most distinguished credential in the field of financial planning.

Recognizing that only an independently managed firm can be truly impartial and free from conflicts of interest, Joel founded Eastman Financial, LLC in April, 2000.  To fulfill a need by small businesses for cost effective retirement plan design and management, Joel has also obtained the Chartered Retirement Plans Specialist™ designation.  His mission is to provide the highest quality and most objective retirement plan solutions, financial and retirement planning strategies, and investment management services.  

Joel is a member of the Dunwoody Chamber of Commerce and the Financial Planning Association.  He has lived in Dunwoody, GA for over 25 years, and is married with identical twin daughters.  Joel and his family enjoy gardening, sports, and traveling to visit family and friends in New England and The Netherlands.

 

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC.  Joel E. Lorden, CFP®, CRPS® is a registered representative and Investment Advisor representative of Cetera Advisors.  Eastman Financial, LLC is not affiliated with Cetera Advisors.