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Joseph R. Call, CFP®, CPA/PFS

Spinnaker Financial Advisors PLLC

2962 Cortez
Idaho Falls, ID 83404
Phone: (208) 542-0742
Fax: (208) 542-0760

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Government & Military
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

Spinnaker Financial Advisors, LLC provides fee-only wealth management services, including comprehensive financial planning and consulting and investment advisory and management services.
 
We are deeply committed to helping families and individuals reach their lifestyle and financial goals by:
  • Thorough and Creative Planning
  • Disciplined Investing
  • Reduction of execution, tax, and management costs.

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.