Joel Paul Kenty CFP®, ChFC®, CLU®, CMFC, CRPC®

Joel Paul Kenty
CFP®, ChFC®, CLU®, CMFC, CRPC®

Senior Financial Advisor

(512) 744-4800
10415 Morado Circle Ste 150   Bldg II
Austin, TX 78759

KENTY, YUNG, OZIAS & ASSOCIATES

I focus my practice on high-net-worth clients like you who are seeking to maintain their income and preserve their wealth throughout their retirement years. I'll help you define your retirement dreams, create a customized financial plan to help you move confidently toward achieving them and consistently track your progress along the way. Successful people often long to fulfill a wide range of aspirations - from pursuing new interests and exploring exotic locales to establishing philanthropic ventures, starting a new business or simply spending more time with those who matter most. I understand that your vision of retirement is unique and your financial plan should be, too.

Every day I help clients like you manage the sophisticated financial challenges they face. I recognize your needs may be more complex than those of an average investor. I'll work with you to create a plan that helps simplify your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for the multiple generations of your family as well as growing and preserving your wealth.

I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, GA, IA, IN, KS, MN, MS, NY, WA, WI.

More people come to Ameriprise for financial planning than any other company.1

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Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

    Community Services

    • Meals on Wheels
    • Nature Conservancy
    • Keep Austin Beautiful

      1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.


      A financial advisory practice of Ameriprise Financial Services, Inc.

      Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
      CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
      U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
      certification requirements.