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Our financial advice team


Joseph Feola, Private Wealth Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Joseph Feola

CFP®

Private Wealth Advisor

OakHeart Financial Group

An Ameriprise Private Wealth Advisor

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S., 2005, Family Financial Management
  • Virginia Polytechnic Institute and State University

Awards & recognition

  • OakHeart Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Service to our clients, within our team and in our community is a core value at OakHeart.
Service to our clients, within our team and in our community is a core value at OakHeart.

At OakHeart Financial Group service is a core value and supporting our community is part of who we are. We donate our time and/or provide financial assistance to the following organizations:

  • Blue Ridge Area Food Bank
  • The First Tee Virginia Blue Ridge
  • Peachtree Baseball and Softball League
  • Brownsville Elementary School PTO
  • Food and Friends
  • Feeding Greene
  • Toy Lift Charities
  • Reunite the Fight

Interests

I was born and raised in central Virginia and I love raising my own family here. My wife, Elizabeth, and I have two children, Tess (age 5) and Luke (age 1). While we're often on the go we enjoy staying home, playing outside and spending time with family and friends. I love a baseball game and am delighted that Tess is playing in a local youth league where you'll find me cheering on the sidelines!