Joe’s natural talent for analyzing the markets and helping people shines through in his role as financial planning consultant. On a day-to-day basis, he leads discussions with clients regarding their portfolios with a skillful and caring approach. He also completes trades for the team, along with other operational duties. He strives to provide excellent service and finds it highly rewarding when he can help a client feel confident in their financial future.
Joe joined the team in 2017 as a business analyst intern, drawn by the opportunity to work with an esteemed group of professionals. He served as a registered client service associate before moving into his current role. He earned a bachelor’s degree in political science from the University of Southern California. He volunteers as a resource to recent college graduates, offering career guidance.
Born and raised in Covina, California, Joe currently resides in West Hollywood. He is a big believer in physical fitness and loves to barbecue, travel and spend time with his family.