With 10 years of experience in the Financial Services industry, Joseph and his team have been helping their clients with the guidance they need to reach their Retirement Planning, Investment Management, complex Estate, and Business Exit Planning goals. Before joining WestPac Wealth Partners, Joseph excelled for 10 years in business development for the market research and financial services industries. He built new and existing relationships to expand the technologies for that environment. His goal is to provide the same service and resources to his clients in the financial services industry. He strives to always be an advocate for his clients.
With so many locally owned and managed businesses, he saw a need in the community for Business Planning. Business planning helps business owners in the following ways: guidance on how to appraise the value of their business, information on protecting the business assets, and continuity plan options for internal and external transfers of ownership.
Joseph is married to his wife Lovely and enjoys living in San Juan Capistrano, California. When not working, Joseph enjoys outdoor activities (surfing, hiking, mountain/biking biking) with friends and family. On the weekends, you can find him in the ocean or mountains.
Series 6, 63, 65, Life & Health Insurance including Long Term Care & Disability
Chartered Retirement Planning Counselor (CRPC)®
Chartered Mutual Fund Counselor (CMFC)®
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G73119 | 2021-128412 | Exp. 10/23