1390 Willow Pass Road,
Founder/CERTIFIED FINANCIAL PLANNER™ Professional
(925) 944-9644 ext. 4152
Joe is a CERTIFIED FINANCIAL PLANNER™ Professional and the Founder of GBA Wealth Group. Joe believes that a team approach not only enhances the client experience, but also allows for a more effective and efficient management of his clients’ investment portfolios and financial planning needs. Joe’s securities registrations include the Series 7, Series 66 and Series 24. He is also California Life and Health Insurance licensed. He earned his Bachelor of Science and Business Administration from CSU East Bay. Additionally, he has earned the AIF® (Accredited Investment Fiduciary) designation. Joe is devoted to his family and community.
Client Services Manager
Pam has been in the Financial Services industry for over 27 years. She has been working with Joe since 2009. Pam is a Registered Representative and has the Series 6, 63, 65 and 7 security registrations. Pam believes that helping clients is an earned honor. She strives to keep earning your trust and helping you enjoy the value of being a GBA Wealth Group client.
Health & Life Insurance Specialist
Jeff brings over 40 years of experience to our team and clients. He has extensive knowledge in the areas of Life and Health Insurance, including Medicare. Over the years he has seen many changes to rules and regulations. What has not changed is his ability to help individuals find the right products for their needs.
We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. Our affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.
The Cetera Investment Management team delivers a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.
Together. We realize that no one person has all the expertise nor knowledge needed to assist in all aspects of your financial planning. While we work together as a team, and utilize firms to assist with the day-to-day servicing of your needs, the most important team member we have is undoubtedly you. At GBA Wealth Group, we want you to feel confident in the plans we propose, the products we recommend, and how we work with the firms we have chosen. We encourage you to ask questions and be involved. We never forget you are the most important team member, and will strive to earn your trust.