Joel Fitts is a seasoned Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP®) with nearly a decade of extensive industry experience. Joel brings a wealth of expertise and insight in providing exceptional financial guidance to his clients at Moneta.

Joel attended the University of Missouri–Columbia, where he pursued both his Bachelor’s and Master’s degrees in Accountancy, graduating Magna Cum Laude, showcasing his commitment to excellence from the very beginning.

Joel’s career trajectory began as a Tax Associate at KPMG, where he specialized in serving Private Equity and Fund of Fund clients. During his tenure, he honed his skills in navigating intricate tax matters, mastering the nuances of compliance, and developing a keen ability to provide strategic solutions to complex financial challenges.

His career path then led him to Edward Jones, where he assumed a pivotal role overseeing a team responsible for all aspects of Partnership Capital. In this capacity, Joel facilitated innovative financial partnerships with Financial Advisors and implemented streamlined processes for tax reporting and distribution procedures, enhancing efficiency and client satisfaction.

Beyond his professional life, Joel resides in Saint Peters, MO, with his wife and two young children. He is an avid sports enthusiast, actively participating in indoor soccer and pickup ice hockey during his leisure time. His dedication to family and friends underscores his well-rounded approach to life.

Education

• B.S., Accountancy, University of Missouri – Columbia
• M.S., Accountancy, University of Missouri – Columbia

PROFESSIONAL DEVELOPMENT

• Certified Public Accountant
• CERTIFIED FINANCIAL PLANNER (CFP®)