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Our financial advice team


Joseph Barkat, Private Wealth Advisor serving the Gilbert, AZ area - Ameriprise Advisors

Joseph Barkat

CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Academy Advisors Wealth Management
21
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Small Business
  • Family Finances
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 6,7,63,31,65, Life & Health (Group 1)

Education

  • Bachelor of Science , Oregon State University 1996

Awards & recognition

  • Five Star Wealth Manager, 2016-2023
  • Ameriprise Circle of Success, 2013-2023
  • Academy Advisors Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023- 2024
  • Ameriprise Circle of Success Diamond Ring, 2022
  • Academy Advisors Wealth Management, Ameriprise Client Experience Award, 2022

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

  • Feed My Starving Children Volunteer
  • United Food Bank Volunteer

Interests

  • Coaching my children in various sports
  • Playing basketball and volleyball
  • Traveling with my family
  • Hiking and other outdoor adventures
  • Rebuilding classic autos with my son
  • Mentoring young adults and youth on financial empowerment
  • Autocross car racing with my custom racing vehicle