Retirees or Seniors
Make memories...it's all you take with you!
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Also: AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Death in the Family, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Joe has been managing wealth for some of the nation’s most affluent families and institutions since 1992. A nationally recognized leader in wealth management, he has been awarded Barron's Top 1,200 Financial Advisors in 2021-2025, Barron's Top 1,500 Financial Advisors in 2026, Forbes Best- in-State Wealth Management Teams 2025-2026, Forbes Best- in-State Wealth Advisors, 2018-2026 and AdvisorHub Advisors to Watch in 2022-2026. Since joining RBC Wealth Management in 2009, he has been a member of The Executive Council, an elite group of the firm’s top private wealth advisors. Holding multiple industry credentials—including the CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst (CIMA®), Certified Exit Planning Advisor (CEPA®), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®) designations—Joe is committed to professional excellence. He is also a Business-Finance graduate of Arizona State University and has been an expert speaker at several industry conferences and events. Joe’s practice takes a comprehensive approach to wealth management, focusing on investment strategy, wealth transfer, retirement planning, risk management, as well as estate planning services, and philanthropic planning. He also provides pre-liquidity planning for business owners considering a sale or transition. His collaborative approach focuses on aligning clients’ financial objectives with leading private and public asset managers, helping ensure that efficient wealth management is at the heart of his practice.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.