Joe is an “IAR” Investment Advisor Representative and holds a Series – 6, 63, 26, & 65 licenses with FINRA. He is also licensed with The California Dept. of Insurance in life, disability, long term care, and property and casualty insurance. Joe grew up in Los Angeles and attended Notre Dame in the San Fernando Valley. He is married to Ginger Hansen and has lived in Santa Clarita for over 30 years. He has also been serving Clients in California, Arizona, and Florida for 29 years now with some of the most respectable financial companies in the industry like INVESCO, Lincoln, AIG, Genworth, Putnam, Oppenheimer, AXA, Pioneer, American Funds, Legg Mason, BNY Mellon / Lockwood Advisors, Morningstar, and many others. Joe can help you put a comprehensive plan together to help you reach your retirement goals and he makes house calls. Give him a call for a no obligation appointment.