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.