As a fiduciary (a legal obligation to act in a client’s best interest), Joe’s loyalty remains fixed on his client, not on pushing products or selling the home brand. Simply stated by Joe’s favorite quote, “You Can Have Anything You Want In Life If You Help Enough People Get What They Want In Life”
Joe’s first career out of the US Airforce was with a bank. He started as a private banker when a client encouraged him to become a financial planner because this client trusted Joe and needed someone to become a steward over his family’s finances.
This client wrote to Jamie Dimon, the (CEO of JP Morgan) on Joe’s behalf, which led him to an in a by-invitation-only program to become a financial advisor. A few years later, Joe asked his client why he wrote to the JP Morgan CEO and hand-picked him to manage his family’s estate. The client said the broker he used before was disrespectful and took advantage of him. Joe specializes in helping retirees, professionals, and small business owners.
Joe’s approach empowers and educates through a consultative process. Joe has been in the financial services industry for 14 years, has earned a reputation as a trusted advisor, and is the go-to guy for many affluent families throughout the country. Joe takes his clients through a proprietary process that helps assess the client’s current situation, and this analysis sets the initial course of action in implementing the plan. Joe then produces a written custom financial plan for his clients, which becomes their ongoing living blueprint. To implement the blueprint, Joe uses a proprietary wealth management strategy available to his clients only. Joe’s proprietary planning process is why he created the most financial plans in Georgia by any JP Morgan advisor in 2017.
Joe has also advanced his knowledge and skills by acquiring a Certificate in Financial Planning from NYU and a Certificate in Blockchain and Digital Assets from the Digital Asset Council for Financial Professionals. Joe has access to multiple custodians. Access to Raymond James, Charles Schwab, TD Ameritrade, and Interactive Brokers gives Joe a deep bench to help clients achieve their goals.
As a fiduciary (a legal obligation to act in his client’s best interest), Joe’s loyalty remains fixed on his client, not on pushing products or selling the home brand. Joe likes to remind his clients that if they don’t see the term fiduciary in writing, they’re probably dealing with someone who is not putting their needs first. Joe also has a professional network of the best tax, estate planning, and investment specialists around the country. He leverages this network to deliver a truly comprehensive financial plan and experience for his customers.
Today, Joe lives in Alpharetta, Georgia, with his wife Maria and twin girls, Valentina and Sophia. Joe operates his independent financial planning and investment management practice through Kingsview Partners. Joe offers clients easy-to-understand yet comprehensive financial information under the fiduciary standard. Joe is currently taking on new clients.