Joe graduated from San Diego State University with a degree in Business Finance. While working on his degree, Joe worked for Merrill Lynch assisting with investment research and operations. Following college Joe started working at the LPL Financial home office in San Diego and held various jobs ranging from service, retirement specialist, investment product specialist and advisory sales. Joe joined LFA in 2014 and his primary responsibility is to assist in the development of personally tailored strategies to help clients pursue their financial goals. He spends time working with clients, reviewing our portfolio managers and serving as a member of the Lifetime Financial Advisors, Inc. Investment Committee. In 2016, Joe obtained the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. In 2018, Joe obtained the College of Financial Planning's Masters of Science (MS) in Personal Financial Planning, as well as the Master Planner Advanced Studies (MPAS® ) designation.
In his free time, Joe enjoys spending time with his wife Lindsay and young sons Jack and James. He enjoys an occasional weekend trip to Costco with Lindsay for a cheap lunch and a round of golf every now and then. He has come to the realization that the only way he’ll get any better is if he bit the bullet and got lessons, which he will do someday.
LPL Registered Representative