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 advisor with Securian Financial 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 SGC Financial and Insurance Services, Inc., 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 three professional organizations: National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA) and Premier Resource Group (PRG). 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.
Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation
FINRA CRD #2080981
California Insurance License #0826961
Registered representative and investment advisor representative of Securian Financial Services, Inc.
Tracking Number #1556497 DOFU 07-2016
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.