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Joel Paul Kenty
CFP®, ChFC®, CLU®, CRPC®, CMFC
Senior Financial Advisor

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

joel.p.kenty@ampf.com

An Ameriprise Private Wealth Advisory Practice


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Interests

  • My family and I all participate in the Korean National Martial Art of Kuk Sool Won. My son and I have earned our first degree black belts while my wife and daughter are currently pursuing their black belts.
  • While I am not completely fluent, I do enjoy speaking French. I also love French food and wine.

Community Participation

  • Meals on Wheels
  • Nature Conservancy
  • Austin Film Society

Qualifications

  • Ameriprise Circle of Success qualifier 1998 - 2008
  • President's Recognition Award 1999, 2003, 2005

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Employee Stock Options

License information
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, MN, MS, NY, WA, MA

CA Insurance #0F63928

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER 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.