NAPFA Spring 2025 National Conference Speaker

Joel Hefner spearheads the firm's global client virtual initiative by coordinating live video webcast content and other virtual programs designed to expand Dimensional's offering to advisors. A former senior manager of a Big Four accounting firm, Joel was also the chief portfolio manager for a large fee-only advisory firm, managing more than $1 billion in client accounts. Joel graduated magna cum laude with a BA in economics and political science from California State University, Chico, and has an MA in economics from the University of California, Santa Barbara. He is also a CFA®? charterholder.