Joseph Friedman, CEPA®, CFP®
Wealth Advisor

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Joseph Friedman is a Wealth Advisor in the Beacon Pointe Denver, CO office, helping individuals, families, and business owners grow, protect, and transition their wealth. He provides thoughtful, holistic guidance across all aspects of financial life—including retirement, education, business succession, legacy, tax, and charitable planning. Joseph has spent nearly two decades in asset management, most recently with Principal Asset Management and OppenheimerFunds. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, as well as a master’s degree in education from Hunter College. Originally from New York, he now calls Colorado home. He serves on the Board of Directors of the Denver Academy of Torah, and he enjoys hiking 14ers, skiing with his family, and exploring Colorado’s mountains with his wife and four children.