Joel Heller, an Orthodox Jewish father of seven, is a founding partner of Heller and Kaufman, a firm established in 2020 under the umbrella of BFG in partnership with Mendy Kaufman. Joel joined the insurance industry through BFG in 2012, driven by a great passion for helping people, particularly in protecting and preserving their wealth.
Joel's focus is to help his clients gain clarity on their financial picture, protect, preserve, and grow their personal and business financial well-being with a focus on protection first, clear goals, and strategic strategies to achieve them smoothly and easily.
Joel is a social person with a wide circle of friends who enjoy his company. His clear way of thinking and ability to present unique perspectives make him invaluable to his clients, helping them to think in ways they wouldn't have without meeting him.
Joel's commitment to his clients is unwavering, aligning with the firm’s motto: "Commitment you can own." This assurance gives clients confidence that they can rely on Joel's dedication to their success; they can truly own it.
In his free time, Joel enjoys spending quality time with his family and engaging in community activities. He also devotes part of his free time to learning investment and, continually enhancing his ability to serve his clients. His personable nature and professional about experience make him a trusted advisor and a cherished friend to many.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. HELLER AND KAUFMAN LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4123471.