Joe is a Senior Vice President at Bel Air Investment Advisors, responsible for providing comprehensive financial planning and investment consulting advice to high-net-worth individuals and families. Joe was previously a Wealth Advisor at Acacia Wealth Advisors and has over 15 years of experience in wealth management.
Joe was named by Forbes as a “Best-In-State Wealth Advisor” in 2021, 2022, and 2023. Joe served on the board of directors for the Financial Planning Association-Los Angeles chapter and was a member of the Hightower Field Professionals Council.
Joe completed the Personal Financial Planning Certificate program though UCLA Extension and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2015. He received his Bachelor of Science from Bowling Green State University in 2005.
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