Joseph D. Winslow,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph D. Winslow, CFP®

Financial Consultant

SageCrest Wealth

505 Capitola Ave
Capitola, CA 95010-2759
(415) 672-5535


Joseph Winslow is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SageCrest Wealth in Capitola, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - CSA, RFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Securian Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Sudden Wealth


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