Professional: Joleen joined Sparks Financial Services and grew from licensed planning assistant, to associate advisor, to principal advisor. Her focus is investment portfolio management, financial planning for retirement, and insurance case design. Joleen is an active member of the Financial Planning Association (FPA) and the Snohomish County Estate Planning Council, and is enrolled in the College for Financial Planning’s CFP® program, studying to obtain her CERTIFIED FINANCIAL PLANNER® certification.
Designations and Registrations
- Candidate for CFP® certification
- FINRA Series 7 and 66 securities registrations
- Life, health, disability, and long-term care insurance licenses
- Investment Advisor Representative through Commonwealth Financial Network®
Joleen Yelton is proud to have been recognized as a Founder’s Club advisor for 2021—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Personal: Joleen graduated from Portland State University with her BS in psychology. Although her journey began pursuing a career as a children’s counselor, Joleen found that her passion is helping people reach their financial goals. A true enthusiast of the Pacific Northwest, Joleen enjoys gardening, hiking, cooking and dancing (sometimes at the same time), and playing with her dog and two young daughters.