Certified Investment Management Analyst, CIMA®
As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he continues to help a select group of successful individuals, business owners and entrepreneurs, corporate professionals, and retirees both grow and protect their personal net worth. Joseph’s extensive training, experience, and expertise in portfolio and investment management, sustainable income generation, and comprehensive wealth protection and asset transfer planning has helped him move clients toward their ultimate goal – complete economic peace of mind.
Joseph launched the Towerpoint Wealth team following a successful tenure as a Managing Director – Investment Officer, working in Wells Fargo Advisor’s Private Client Group office in Sacramento, California. His career began in 1999, working as a financial advisor with Prudential Securities, and following its acquisition in 2004, Joseph joined the new parent company, Wachovia Securities, as a Senior Vice President, where he continued to fulfill his commitment to strengthening and coordinating the financial lives of his clients.
Joseph graduated cum laude from Lehigh University with a Bachelor of Science degree from Lehigh’s College of Business and Economics in 1998. As a long-time member of the Investments and Wealth Institute (formerly IMCA), he officially earned the prestigious CIMA® or Certified Investment Management Analyst designation in 2003.
In his career, Joseph was featured as “Money Man Joe” for eight years as a regular television guest for Sacramento’s primary ABC affiliate, KXTV News10. Addressing various investment planning, financial, and economic issues, Joseph regularly interfaced with anchors such as Dan Elliott, Keba Arnold, Christina Mendonza, and Walt Gray. He has also been interviewed on numerous occasions by Nannette Miranda of KGO-TV, San Francisco’s ABC affiliate, and has also spoken about various wealth management topics for a number of local agencies and organizations.
Joseph has proudly been married to his wife, Megan, for 18 years and the couple are proud parents of their 14-year-old daughter, Josephine, and 11-year-old son, Henry. The family lives in Curtis Park, a historic Sacramento neighborhood, and when he is not coaching his son’s youth baseball or basketball teams, Joseph enjoys working out, and running the beautiful off-road trails in the greater Sacramento area. He also is a huge sports fan, and regularly can be caught participating in, watching, or attending a baseball, basketball, or football game.