Prior to joining SteelPeak Wealth, Joseph was a Wealth Advisor for Seacrest Wealth Management, Merrill Lynch and Partner of a boutique wealth management firm in Santa Monica. Joseph has been a Wealth Advisor assisting clients since 2008. Joseph holds a Bachelor’s Degree in Industrial Engineering from Pennsylvania State University. He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 66 license. He is passionate about helping people and finds satisfaction in fully implementing financial plans to help people reach their goals. Joseph en