Joe Strauss, CFA

Senior Wealth Advisor
 San Francisco Bay Area|

Designations and Licenses

Joe holds the Chartered Financial Analyst® designation.

Experience and Education

Joe provides individuals, families and organizations with investment advice and financial planning solutions tailored to their specific needs and goals. Prior to joining Mariner Wealth Advisors, Joe worked for Authent Advisors and its predecessor firm Polaris Financial Services, Inc. He began his career in investment management in 2007 at another Marin County Registered Investment Advisor, where he was later made a partner.

Joe holds bachelor’s degrees in economics and history from UCLA.

Personal Interests

Joe is treasurer for St. Francis Preschool. He is an Eagle Scout and enjoys woodworking. He is also an avid UCLA Bruins sports fan.

Joe’s Office

Contact Us