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Joseph S
CFP®, Series 63, Series 66
Memphis, TN
Facet
Joseph Staub is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Facet since 2020. Prior to this, he held roles at Guardian and Park Avenue Securities and was self-employed for three years. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic planning through a Total Financial Life Resources framework and manages discretionary asset-allocation programs primarily using ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.
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