Designations and Licenses

Joe is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor®.

Experience and Education

Joe provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Joe was the director of financial planning for Edelman Financial Engines. His responsibilities included comprehensive wealth planning, retirement planning, tax and estate planning, insurance planning and professional investment management.

Joe holds a bachelor’s degree in finance from California State University, Long Beach.

Personal Interests

Joe enjoys sports, watching movies and boating. He is also an avid car enthusiast.