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    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

    Get to Know Joseph

    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.

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    Meet Joseph’s Team
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    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