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Managed multi-million dollar business for Fortune 500 companies

40+ year resident of the Inland Empire

Passionate about physical fitness & nutrition

Western Governors University Alumni

Proud father

Will video conference with clients to make it easier

Get to Know Joseph

When people ask me “Why did you leave a very successful career in business mid-life to become a Wealth Management Advisor?” My response is simple… to follow my “true passion” of helping others pursue financial sustainability. Personally, wealth building has been a priority for me and my family for over 20 years. I was informed often by some very special people in my life that “You’re in the wrong profession Joe… you should be helping others with your gift for money management!” Fast forward to today, I have the pleasure of helping others plan, develop, self-critique, grow and sustain a well-rounded financial future through strategy, education, goal setting and perseverance.

Joseph began his humble career in the retail sector many years ago. This is where he applied his inherent skill and practiced his financial acumen regularly. Eventually he established a leadership presence within the organizations and through these roles successfully managed multi-million dollar small and large box stores for several prosperous Fortune 500 companies for more than two decades.

Joseph holds a Bachelor of Science Degree in Business Management from Western Governors University, located in Salt Lake City, UT. In conjunction with the Series 65 NASAA Investment Advisers Law License administered by FINRA and a Life, Accident & Health License governed by the state of California’s Department of Insurance.

Joseph and his family are long-time residences within the Inland Empire now for over 40 years. He attended high school in San Bernardino at Pacific High and later graduated from San Bernardino High in the late 80’s. Joseph enjoys a well-balanced lifestyle of work and play. He facilitates a healthy lifestyle through physical fitness and nutrition as well as spiritually. Joseph is happily married to his wife Zujeidy and is a proud father of 4 children he enjoys spending time with; Heather, Justin, Phillip and Eylanie.

Whether you’re in the beginning, middle or nearing the end of your financial journey, we can help. As a true pioneer for financial sustainability, let’s form a lasting relationship to make informed decisions about your goals and how we will pursue them together. Now that you know a little bit about me, I look forward to learning more about you and your situation. Everything is awesome when we work together.

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Meet Joseph’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
Nathan Brown
Senior Vice President of Wealth Management
Scott Naiman, RICP®

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934