Joann Huber has been an investment adviser representative at Ballast Point Financial Planning since August 2024, and is not listed among the firm’s executive officers or direct owners. Joann Huber holds a Bachelor of Science from Utah State University and a Master of Accounting from Utah State University.
Ballast Point Financial Planning, LLC is a Burlingame, CA firm with $162M under management, 143 clients and 4 advisers across 3 offices, as of its May 2026 filing.
JoAnn Huber is Senior Tax Manager of Tessara Wealth. She worked for Arthur Andersen & Co. and then a small local firm that specialized in tax planning, and later built and led a tax practice within a financial advisory firm. She obtained her CFP® certificate for more depth in the overall financial planning process.
Joann Huber’s longest registration was 4 years at Barber Financial Group (2018–2022). Before joining Ballast Point Financial Planning in 2024, Joann Huber was registered through Avantax Planning Partners, Inc. and Barber Financial Group.
- Avantax Planning Partners, Inc.– · under a yearLenexa, KS · Adviser representative · Firm CRD 106237
- Barber Financial Group– · 4 yearsLenexa, KS · Adviser representative · Firm CRD 152043
Professional designations
Listed by Ballast Point Financial Planning
- CPA
- PFS
- CFP®
Investment adviser representative registrations
Joann Huber is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Kansas, in October 2024.
- CaliforniaSince 29 August 2024
- KansasSince 4 October 2024
Examinations
No examinations are on Joann Huber’s record.
- CRD
- 5869343
- Firm
- Ballast Point Financial Planning · CRD 283295
- Office
- Lenexa, KS
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tessarawealth.com
Where does Joann Huber work?
Joann Huber is an investment adviser representative registered through Ballast Point Financial Planning, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joann Huber a financial advisor?
Yes. Joann Huber has a current investment-adviser registration in California and Kansas, through Ballast Point Financial Planning since August 2024.
How many years of experience does Joann Huber have?
Joann Huber has 7 years in the financial industry, since August 2019, across 3 adviser firms.
Where did Joann Huber work before Ballast Point Financial Planning?
Before Ballast Point Financial Planning, Joann Huber was registered through Avantax Planning Partners, Inc., April 2023 to November 2023; Barber Financial Group, January 2018 to July 2022.
Where is Joann Huber based?
Joann Huber’s registered office is in Lenexa, KS.
Is Joann Huber registered with FINRA?
No. Joann Huber has no current broker registration.
Is Joann Huber a CFP?
Ballast Point Financial Planning lists Joann Huber with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: JoAnn Huber, CPA, PFS, CFP® biography, tessarawealth.com
How can I verify Joann Huber’s record?
Search CRD 5869343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joann Huber’s full registration record.
