Joe knew he was passionate for helping others when he started his first career as a special education teacher and director of non-public schools in Southern California. His interest in the financial services industry was ignited at a young age by tracking the stock market with his dad. His passion for investing and his entrepreneurial desire led Joe to becoming a registered representative with Charles Schwab in 2000. Over the next two decades, he grew and refined his practice at some of the largest Wall Street firms before joining RBC Wealth Management in 2021 as a managing director. Joe’s vast experience in customized wealth management strategies coupled with his background in education has afforded him the success of building, guiding and maintaining satisfied long-term client relationships.
Outside of work, Joe continues to stay involved in the education field. He’s a former board chair for the Oak’s Children Center and volunteers with various organizations and events in the community. Joe resides in Marin with his wife and their two dogs. In addition to being a licensed pilot, Joe has a passion for rare and collectible cars and enjoys spending time with friends and family.