CA Insurance # 0F05871
Joey has over 18 years of experience in finance, insurance and lending. He is a graduate of Pepperdine University and holds a B.S. in business and management. Prior to joining Commonwealth, he was an investment adviser representative with LPL Financial and Hill Financial. Before this, he was a regional advisor consultant with Oppenheimer Funds.
What Joey enjoys most about the financial services industry is providing guidance and education to help his clients pursue their goals and work toward securing their legacy for the next generation. He focuses on tax planning, asset allocation, risk management and retirement and estate planning strategies. He is a Certified Financial Planner® professional and holds a Certified Plan Fiduciary Advisor credential through National Association of Plan Advisors (NAPA).
Joey and his wife Lauren keep busy with their four daughters Francesca, Katherine, Livia and Emilia. Together they enjoy DIY projects, traveling, wine and constant kids activities! In his free time, Joey enjoys playing golf, running and coaching his kids’ youth sports teams. He is a three-time participant in the New York City Marathon representing the Pat Tillman Foundation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
