To develop and implement a purpose driven strategy by providing unique value added financial services to clients, empowering them to achieve their goals.
My Bio – What I Do for My Clients
Joe is a financial consultant with SageCrest Financial and Insurance Services who help clients simplify their financial lives and gain control of their economic futures. He also enjoys working with self-employed individuals, executives, growing businesses and foundations to create business programs that grow with them and offer tax-advantages benefits.
Joe has earned a certification in the CFP Professional Education Program through University of California – Berkeley Extension program. He is also a member of the International Association of Registered Financial Consultants. Joe holds a degree in finance from the University of North Texas and is a Senior Associate with SageCrest Wealth Management, a financial services company.
Joe is an alumnus of Leadership Palo Alto, a group geared towards training participants for one year on leadership abilities. Joe is also a member of two professional organizations: National Association of Insurance and Financial Advisors (NAIFA) and Financial Planning Association (FPA). He also enjoys volunteering in his local community, skiing, bike riding, and coaching his children’s sports teams. Joe has lived in the bay area since 1989 along with his wife Sheila, daughters Kathryn and Evelyn, son Andre, and their many animals.
FINRA CRD #2080981
California Insurance License #0826961
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.