Joel Hochman, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Member of the Financial Planning Association

Work Experience

• Joined MAI in 2021 following the acquisition of Hochman Cole Investment Advisors
• Has been assisting clients with their financial services and wealth management needs since 1983
• Conducted well over a hundred hours of training and educational seminars for accounting professionals, associations, companies, and the general public on all aspects of financial planning, including retirement planning, investments, and estate planning
• Has been a guest and host of “Moneywatch” on CBS radio
• Co-founded a nationwide financial services firm in 1986 that recruited, trained, educated, and supported over 700 accountants, a firm that was acquired by a Fortune 500 company in January 2000

Life Outside of MAI 

• Loves to travel, play golf, and spend time with his family, especially his four grandchildren

Education

• Purdue University, BS in Computer Science
• Krannert School of Business at Purdue, Master of Science in Industrial Administration

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.