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.