Wealth Advisor

Joli Fridman, CFP®, CPA

Whether she’s meeting with clients at the office or leading a class, Joli Fridman has a passion for educating people on a better way to invest and pursue their financial goals. She shares her broad base of experience and knowledge in retirement planning, estate planning, tax planning, education funding, insurance planning, cash-flow analysis and asset allocation.

For 25 years, Joli has been providing comprehensive financial planning. She helps clients by running financial planning analyses, rebalancing portfolios, and simply getting to know them better so she understands their passions and what they want to achieve financially. She previously was an advisor at Stevens Wealth Management, which joined Buckingham Strategic Wealth in 2018.

Prior to joining Buckingham, Joli was president of a financial planning consulting firm and spent ten years on the faculty at Northwestern University.  Joli received her bachelor’s and master’s degrees in accountancy from University of Illinois. She is a Certified Financial Planner™ professional and Certified Public Accountant.

Outside of work, Joli is president of the Fred Outa Foundation, an organization that supports vulnerable children in Kenya through education. She also enjoys spending time with her husband and their two daughters.

Contact Joli

Let's look at the big picture, together.