Joann Huber
Investment adviser representative at Tessara Wealth
16 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$162.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Tessara WealthAug 2024 to now
- Ballast Point Financial Planning, LLCAug 2024 to now
- UnemployedNov 2023 to Jul 2024
- Avantax Planning Partners, Inc.Apr 2023 to Nov 2023
- Topel Forman LLCOct 2022 to Oct 2023
- UnemployedAug 2022 to Sep 2022
- Barber Financial GroupJan 2018 to Jul 2022
- Barber Financial GroupNov 2010 to Dec 2017
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, KS).
Tessara Wealth
Legal name: Ballast Point Financial Planning, LLC
$162.4MAssets managed
143Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5869343
- Firm CRD
- 283295