joel-freedman

[joel-freedman]

Joel Freedman - The Managing Director

Joel Freedman, CFP®, CPWA®, is a trusted financial advisor and the Managing Director of Eclipse Private Wealth Management. He has spent nearly four decades guiding clients toward their financial aspirations with personalized investment strategies.

[joel-freedman]

A Brief Introduction About Joel Freedman

As Managing Director of Eclipse Private Wealth Management, Joel Freedman, CFP®, CPWA®, leads a dedicated team providing customized wealth management solutions to a global clientele. He brings nearly four decades of experience in guiding clients toward their financial goals through personalized investment strategies and comprehensive planning. Joel's credentials include the Certified Financial Planner® and Certified Private Wealth Advisor® designations, pointing to his commitment to professional excellence. He has held leadership positions at Morgan Stanley, Wachovia Securities, and Investec.

[joel-freedman]

Joel Freedman - A Trusted Financial Advisor

Joel Freedman, CFP®, CPWA®, is an experienced financial professional dedicated to helping clients achieve financial security. He leads Eclipse Private Wealth Management as Managing Director, providing specialized investment and financial planning solutions.

[joel-freedman]

Joel Freedman - A Dedicated Professional

Joel Freedman, CFP®, CPWA®, is an accomplished wealth management professional with nearly four decades of experience. As Managing Director of Eclipse Private Wealth Management, he delivers tailored financial strategies to a select global clientele.

[joel-freedman]

A Brief Introduction About Joel Freedman

Joel Freedman, CFP®, CPWA®, is the Managing Director for Eclipse Private Wealth Management. Throughout his career, Mr. Freedman has built lasting relationships with clients by offering strategic, tailored financial solutions that align with their unique needs.

[joel-freedman]

Joel Freedman - Serves As The Managing Director

Joel Freedman, CFP®, CPWA®, serves as the Managing Director at Eclipse Private Wealth Management, leading a team that offers tailored wealth management solutions to a select global clientele. Joel holds both the Certified Financial Planner® and Certified Private Wealth Advisor® designations, reflecting his extensive training and commitment to professional excellence.

[joel-freedman]

Joel Freedman - A Dedicated Professional

Joel Freedman, CFP®, CPWA®, serves as the Managing Director at Eclipse Private Wealth Management, leading a team that offers tailored wealth management solutions to a select global clientele. Joel holds both the Certified Financial Planner® and Certified Private Wealth Advisor® designations, reflecting his extensive training and commitment to professional excellence

[joel-freedman]

Joel Freedman - An Experienced Financial Professional

Joel Freedman, CFP®, CPWA®, serves as the Managing Director at Eclipse Private Wealth Management, leading a team that offers tailored wealth management solutions to a select global clientele. Joel holds both the Certified Financial Planner® and Certified Private Wealth Advisor® designations, reflecting his extensive training and commitment to professional excellence. Joel and his wife, Sharon, reside in Villanova, Pennsylvania, where they support charities focused on adults with disabilities and the State of Israel.