Wealth Advisor

Joli Fridman, CFP®, CPA

Whether she’s meeting with clients at the office or leading a class, Joli Fridmanhas a passion for educating people on a better way to invest and pursue their financial goals. Joli strives to help clients find peace of mind by collaborating with them to find innovative solutions and create a personalized plan to achieve their most important goals. 

Joli has a broad base of experience and knowledge, and for over 25 years she has been helping clients fulfil their financial dreams. She helps clients through goal specific financial planning, evidence-based and tax-efficient investment strategies, and simply getting to know her clients better so she understands their passions and what they want to achieve financially.  

Prior to joining Buckingham, Joli was president of a financial planning consulting firm and spent 10 years on the faculty at Northwestern University. Joli has a master’s degree in accountancy, she is a Certified Financial Planner™ professional and Certified Public Accountant/Personal Financial Specialist. 

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

Let's look at the big picture, together.