President of Saddleback Kiwanis Club
Alumnus, US Naval Academy, BS in Ocean Engineering
Enjoys mountain biking, offroading & road trips with friends
Lettered in 3 Highschool sports while also working
Avid surfer, waterskiier, and wakerboarder
Will video conference with clients to make it easier
Joseph is a Southern California native and a long-time resident of South Orange County. He is a graduate of the United States Naval Academy with a B.S. degree in Ocean Engineering. He served as an Officer in the U.S. Navy for five years active duty and 20 years in the active reserves, retiring as a Commander. He was awarded three Navy Commendation Medals and three Navy Achievement Medals.
Joseph has been a financial planner for over 20 years, guiding a vast range of clients in all stages of life. He became a Certified Financial Planner™ in 2003, the standard of excellence for the financial planning profession. A CFP® certification exhibits a commitment to ethics, credibility and expertise in the field. Only a select group of planners have met the rigorous requirements necessary to call themselves Certified Financial Planner™ professionals.
Active in the local community, Joseph has served in leadership roles for several Orange County service organizations, including President and Chairman of the Finance Committee of the Saddleback Kiwanis, as well as serving on the Board of Directors for the Orange County United Way.
When he’s not in the office, Joseph is passionate about outdoor pursuits, especially mountain biking, surfing, waterskiing, wakeboarding and snowboarding. He’s been very active in coaching his two children’s sports teams over the years.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.