Joe has provided financial planning and investment management services since 2008, specializing in equity compensation. He works closely with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfers, philanthropy, and income and estate tax considerations.

Joe is also member of the firm's Investment Committee, where he assists in developing and monitoring the firm’s investment strategy.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Joe coordinates all aspects of financial planning for his clients—including investment, insurance, tax, estate, and retirement planning—helping them prepare for the future and preserve their legacies.

• Member, Financial Planning Association, Northern California

• BSBA, finance, The University of Arizona
• Executive Certificate in Financial Planning , San Francisco State University
• Graduate, Certified Tax Specialist, Institute of Business & Finance