"My drive involves helping people become a better version of themselves through defined financial strategies."
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 organization(s) and through these roles successfully managed multi-million dollar small & large box store(s) 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 residence 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, nutrition, as well as spiritually. Joseph is happily married to his wife Zujeidy and 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 achieve 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.