UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
7yrs
Joel Everett
Financial advisor at Transce3nd
Based in Walnut Creek, California, Joel Everett is a fiduciary financial advisor with 7 years of industry experience. Joel joined Transce3nd in 2026, after a year at Proxy Freedom and five years at United Planners' Financial Services of America a Limited Partner. Transce3nd offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeWalnut Creek, CA
FirmTransce3nd
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$256,062
Advisors at the firm42
States licensed ?1 state
Services through Transce3nd
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowTransce3nd LLCCurrent firm
- Aug 2023 – Dec 2024Proxy FreedomPreviously
- 2020 – 2024
Contact Joel
(512) 268-9220Firm headquarters in Buda, TX. Ask for Joel. Walnut Creek, CAOffice · Get directions Firm websitee3wealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joel
Tailored to Joel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joel
How do I contact Joel?
Call Transce3nd at (512) 268-9220 and ask for Joel Everett. Joel works from the Walnut Creek, CA office.
How long has Joel been a financial advisor?
Joel has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Joel hold?
Series 66. Tap any license on this page to see what it allows.
Is Joel a fiduciary?
Joel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joel paid?
Transce3nd reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Joel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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