Josef Mehall, Wealth Advisor
wealth manager @ 1.Oak financial
I help healthcare professionals build clarity and confidence around their finances as they move toward long-term wealth and retirement. Many high-earning clinicians face complex decisions around compensation, benefits, tax strategy, and investments, but lack a coordinated plan.
I’ve worked with healthcare professionals across hospital systems, including within the VA system and non-profits, giving me perspective on the financial considerations clinicians face throughout their careers. My approach focuses on simplifying decisions and building a personalized plan designed to grow and protect wealth over time.
About / Who I Help
Education & Experience
Wealth Advisor & Financial Specialist, 1.oak Financial
Trained under Mike Milligan, CFP® — nationally recognized financial planning expert
What I Help With
Iowa State University – Ivy College of Business
Financial planning for self-employed / 1099 professionals
Financial Planning (Fee Only)
Tax-efficient planning & Roth strategies
Portfolio construction/investment coordination
Insurance & risk management
Executive benefits & compensation planning
What I Help With
Before finance, I was a collegiate hockey player at Iowa State University!
NASAA Series 65 (Investment Adviser Law)
Why I’m Different
My goal is to implement a better financial strategy for my clients, helping to plan for a more enjoyable retirement. I am committed to guiding individuals through the intricacies of retirement planning, offering tailored solutions that align with their unique goals and aspirations. In essence, my diverse background, coupled with a commitment to hard work and teamwork, positions me as a dedicated financial professional ready to assist clients in navigating the path to retirement.
josef@1oakfinancial.com
757-844-6540
