27636 Ynez Rd., Bldg. L7, Suite 227, Temecula, CA, 92591
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joel is the owner and president of ROI Squared Inc., a business consulting firm, since June 2023. He spends about 10-20% of his time on this activity.