Joseph has taken the lifelong lessons he learned on the baseball field and applied them to his financial planning career. Passion, preparation, character, teamwork, and a constant need to better himself are just a few of the attributes Joseph has cultivated from the game of baseball that he exercises in his successful financial planning business.
“During my career in baseball I started a baseball academy in the Chino Hills area, which is where I met my first client for financial planning. Once my baseball career was finished, my brother Chris brought me into the Financial Advising industry.”
For Joseph, it was a natural transition to start helping the financial futures of those who already had his trust as a coach. “I started with one client whose son I coached. From that one client, I built a book of business with over 200 and it continues to flourish. Through these exchanges and relationships, I realized that helping people reach their financial freedom of retirement became my new passion.” Joseph has a strong presence in the utilities market as well as with business owners. He works with individuals on a personalized path towards the financial security that they are striving for.
Joseph specializes in helping clients retire early with full pay. Joseph and his team design a comprehensive financial analysis for their clients, working to make sure they have a solid foundation of insurance and investments that will last their whole life. Joseph has built a practice around person to person meetings that thrives on referrals and relationships.
When asked, “What is your strongest quality?” Joseph replied, “Customer service. My goal is to make sure every client feels like they are my priority, like part of my family.”
Joseph has been awarded with several leading Industry awards over the last 14 years; Million Dollar Round Table 2014, 2015 & 2017, Top of the Council 2015, Rising Leaders 2005 & 2007 and these are just a few of the accolades that he has received.
Joseph enjoys spending time and traveling with his family, wife Ashlee, daughter Antonella, and son Joseph Jr. Other passions of Joseph’s include helping baseball players reach their goal of playing at the college and professional levels, attending church, and working out.