Joel K. Huet,  CFP<sup>&reg;</sup> - Financial Advisor

Joel K. Huet, CFP®

CTFA, CISP,

Owner

White Sand Wealth Management

131 S Water St 131 S. Water ST
Liberty, MO 64068
FINANCIAL ADVISOR'S WEBSITE
(816) 853-0611 CONNECT WITH Joel
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General

Joel Huet is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Sand Wealth Management in Liberty, MO and the surrounding communities.

Financial Advisor Overview

I am a Fee-Only, CERTIFIED FINANCIAL PLANNER™ and the owner of White Sand Wealth Management, LLC. I have been in the financial services for over thirty years. In addition to obtaining my CFP in 2001, I have an MBA, CTFA (Certified Trust and Financial Advisor) and CISP (Certified IRA Specialist) designation. I have a wide range of experience including trust administration and management of investment and trust divisions in the Kansas City market. During that time, I twice served as the Missouri Trust Services Chairman. After many years in the corporate environment, I realized what I enjoy most is helping clients realize their financial goals. With the idea of putting client needs ahead of corporate profits, I created White Sand Wealth Management. I grew up in Western Kansas, but have lived in the Kansas City metro area since 1989. Over the years I have enjoyed being involved in a number of charitable committees and boards. My wife Tina and I have raised three wonderful boys and really enjoy beach vacations as a family. My goal is always to create a long-lasting relationship with clients that is built on comfortable communication and trust, with an eye on getting you and your family to your ultimate goal.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CISP, CTFA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources