Certified Financial Planner™

Certified Public Accountant


Joey is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional where he helps create tax-efficient financial plans for Pure’s clients.

Prior to joining Pure Financial Advisors, Joey spent more than a decade supporting financial planning and reporting matters for individuals, public, private, and not-for-profit organizations. He has been a featured guest speaker for conferences, podcasts, and financial editorials, including the Financial Executives International (FEI), the Tax Executive Institute (TEI), and Bloomberg BNA.

Joey is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ certification. He earned his bachelor’s and master’s degree in Accounting from the University of San Diego, where he was also a member of the Torero football team.

Joey spends his free time around his community with his wife and children. Some of his hobbies and interests include fishing, off-road driving, coaching wrestling, and watching collegiate and professional sports.


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