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Kader J
CFP®, Series 63, Series 65
Charlotte, NC
Marquise Wealth Management, LLC
Kader Joseph is a CFP® professional with 11 years of experience in the financial services industry. He is the sole advisor at Marquise Wealth Management, LLC in Charlotte, NC, and has previously worked at Wells Fargo Clearing and UBS Financial Services. He is also a licensed insurance agent in North Carolina. Marquise Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm typically constructs long-term, diversified portfolios using a mix of active and passive strategies, guided by Modern Portfolio Theory, and offers specialized services including divorce financial planning and forensic financial consulting.
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