Named one of 2023 Forbes Best-In-State Wealth Advisors
Named one of 2024 Forbes Best-In-State Wealth Advisors

Joe began his financial services career with Merrill Lynch on April 17, 1995.  He has completed the Family Wealth Director Program at Morgan Stanley, the College for Financial Planning Professional Education Program and the Wharton School of Executive Education for Financial Advisors.  Joe received his B.A. in Economics from the University of Santa Barbara and is Series 7, 31 and 65 Security registered.  Joe advises high-net-worth executives, business owners, entertainers, athletes, physicians, lawyers and endowments.  Joe’s wealth management process focuses on personal financial statement analysis, which encompasses balanced and diversified asset allocation, estate strategies, life insurance, liability management and helping clients develop strategies to obtain long term goals.  Joe is an avid golfer, works out six days per week, practices transcendental meditation (TM) and yoga and is also a fan of endurance sports having entered and completed the Los Angeles Marathon in 1992, 2010 and 2011.  Joe is an avid reader and enjoys a wide range of topics ranging from financial history to self-improvement.

The following are books I read in 2022. If it made it to this list, it is because I enjoyed it or learned something interesting or valuable.

2022 Book List

CA Insurance License # 0B69823. Resident State NV
NV Insurance License # 3640109

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com) The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Joel provides comprehensive and customized investment solutions and wealth management for his clients.  For over 20 years Joel has been able to help clients in topics ranging from basic investment planning to preparing for life’s transitions, challenges, and opportunities. 

Joel began his career as a Financial Advisor with Paine Webber (UBS) in Beverly Hills, CA where he developed his fundamental investment knowledge. He joined Smith Barney (Morgan Stanley) in 2008 where he honed his skills in retirement planning and strategies.  Joel arrived at Wells Fargo Advisors almost a decade later to use his experience and education in continuing his well-rounded approach in advising his clients.

Joel attended the University of Missouri- Columbia and received a Bachelor’s degree in Consumer and Family Economics.  He attended Lindenwood College in St. Charles, MO and received his Master’s degree in Health Management/Hospital Administration. He worked diligently to obtain his Certified Retirement Planning Consultant designation early in his career. He currently holds FINRA securities registrations 7, 63, and 65 in addition to Life and health insurance licenses.

Joel is married to Amy and has two girls, Samantha and Morgan. During his down time, Joel enjoys playing golf and volunteering within the youth soccer ranks. He also loves to travel, try new restaurants, and watch movies. 

CA Insurance License # 0C52820. Resident State CA

Sashene started her community banking career with Wells Fargo Bank in 2005 as a teller at the Henderson, NV branch.  She embraced the opportunity to learn and grow, which led to roles as a Customer Sales & Service Representative, Personal Banker, and Senior Branch Relationship Banker. Through her journey, she has enjoyed building and maintaining effective relationships with clients and partners by gaining their trust. Her family is most important to her, spending as much quality time together as possible.  She and her family enjoy the many outdoor activities that attracted them to Las Vegas, NV over 22 years ago.

“I look forward to building relationships with our clients, getting to know their needs, and helping them achieve their financial goals”.

Alberto began his career in the financial services industry in 2009 with Wells Fargo Bank. He held different roles within the branch setting including leadership roles that enable him to have a passion to do what’s right for clients, employees and the business itself. He began supporting Wells Fargo Advisors, February 2022 after obtaining his FINRA Series 7 and 66 registrations.

Alberto takes a proactive approach by going above and beyond to provide value and service to the team’s clients. His goal is to ensure consistency in the operations of the practice on a daily basis and provide an exceptional client experience. Alberto can fulfill client requests, assist with financial transactions, and perform account maintenance and trades. He also provides assistance around preparation for client review meetings, new client onboarding, and retirement planning.

Alberto lives in Long Beach and outside of work he fully enjoys the outdoors, finding new places to hike around California and he is currently training to do his third Spartans Race.