Partner | Wealth Manager
Growing up in New Orleans, Louisiana, Joseph Soto is an investment manager and a financial advisor. Joe didn’t know it, but from a young age he was destined for a career in financial planning. His career in finance unofficially began after taking a career aptitude test in the Air Force. It was only after a client urged him to pursue a career as an advisor while working at J.P. Morgan Chase that Joe officially began his career as a Financial Advisor. Joe studied in the College of the Air Force and is a graduate of the University of New Orleans where he played soccer. He also holds a financial planning certificate from New York University.
After graduation, Joe began his 11 year career in finance first as a licensed banker and eventually as a Financial Advisor (after being urged to do so by his client) for J.P. Morgan Chase. It was there that Joe first realized that his knack for numbers and client first approach to investment management made him a natural fit for the financial planning process.
Today, Joe lives in Alpharetta, Georgia with his wife Maria and twin girls, Valentina and Sophia. He currently operates his own independent financial planning and investment management practice through Kingsview Asset Management. Obsessively ethical, Joe specializes in offering clients easy to understand yet comprehensive financial information under the fiduciary standard.
In his free time Joe enjoys spending time with his family.