Pacific Legacy Wealth Partners

Approachable and professional, Joseph, following the fiduciary standard, is dedicated to helping individuals and companies pursue financial independence. Known for his honest, comprehensive approach, his financial plans include a customized mix of retirement strategies, estate planning, and general wealth management so clients can pursue their goals while balancing investment risk. He is a Certified Plan Fiduciary Advisor (CPFA™) and a Chartered Retirement Planning Counselor (CRPC^®). With service as a core value, he is also an active community member, volunteering with the Make-A-Wish Foundation, church youth groups, and serving on the local community basketball league board.