Joel C. Taliaferro,  CFP<sup>&reg;</sup> - Financial Advisor

Joel C. Taliaferro, CFP®

Financial Advisor & Partner

Inkpointe Financial Group, LLC

1320 Main St, Ste 210
Columbia, SC 29201
FINANCIAL ADVISOR'S WEBSITE
(803) 403-1157 CONNECT WITH Joel
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General

Joel Taliaferro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Inkpointe Financial Group, LLC in Columbia, SC and the surrounding communities.

Financial Advisor Experience

Joel began his career with Waddell & Reed in November 2008 after obtaining his Bachelor's Degree from The University of South Carolina with a dual focus in Finance & Management. 
His approach to serving clients centers primarily around comprehensive financial planning. This process begins with a consultation at which he and his clients discuss long-term and short-term financial goals as well as their previous investment and financial experience. This process helps give clients clear direction.  Additionally, it provides the opportunity for clients to actively participate in forming suitable recommendations that are based upon their personal goals and the values that are most important to them.
In addition to his work with Waddell & Reed, Joel is also active in his community as a part of East Lake Community Church.  He enjoys University of South Carolina athletics as well as his other interests which include reading, music, and traveling.  He and his wife, Tabitha, both live and work in Columbia.
 
Waddell & Reed is not affiliated with any of the organizations listed herein.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: SC
  • Health/disability insurance: SC
  • Fixed annuities: SC
  • Variable annuities: SC

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. This profile published for residents of the United States only. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances

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