Joel W. Weltman, CPA, PFS

314 576-1350 ext: 3505
jweltman@bwtpcpa.com

Joel is a partner and co-founder of BWTP P.C. He works with closely-held businesses to help them increase profits and plan wisely. He also provides financial planning advice to individuals and families.

Along with the entire BWTP P.C. team, Joel strives to bring clients peace of mind. Proactive recommendations and attenion to detail earned Joel and the firm a reputation of excellence. He knows a reputation does not maintain itself; he continually works to improve the firm’s service.

Joel attended the University of Missouri – Columbia earning his BSBA in Accounting. He worked with an international CPA firm and a regional firm before co-founding Bender-Weltman in 1982.

In 2005, Joel earned his Series 65 license for which he is now an Investment Advisor Representative. In 2007, he earned the Personal Financial Specialist (PFS) designation awarded by the American Institute of CPAs (AICPA).

Joel is involved with the Jewish Federation and, together with his wife, volunteers for Food Outreach.

Member, American Institute of CPAs (AICPA)

Member, Missouri Society of CPAs (MOCPA)

Member, Estate Planning Council of St. Louis

Member, Academy of Dental CPAs (ADCPA)

Past-chair, Mid American Tax Conference

Past-chair, Taxation Committee, St. Louis Chapter, MSCPA