CERTIFIED FINANCIAL PLANNER® certification
Accredited Investment Fiduciary
BIOGRAPHY
Joey is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping clients gain clarity, confidence, and peace of mind in their financial lives. He provides comprehensive and holistic planning, always serving as a fiduciary committed to putting clients’ best interests first. Joey is enthusiastic about guiding individuals and families through life’s financial decisions, drawing on his expertise in cash flow and retirement planning, investments, tax, insurance, and estate planning to help them pursue their long-term goals with confidence.
Before his role as an Associate Advisor, Joey served as a Senior Financial Planning Strategist at Pure Financial, where he collaborated with advisors to design customized financial plans tailored to client needs.
Joey earned his Bachelor of Science in Business Administration from California State University, Chico. A former collegiate baseball athlete, he applies the discipline, teamwork, and perseverance he developed on the field to his work with clients.
Originally from Temecula, CA, Joey values time with family and friends. Outside the office, he enjoys staying active through exercise, running, and long walks.
Joseph's Latest Contributions
Pure’s Associate Advisor, Joesph Hodapp, CFP®, AIF®, reveals how compound interest can strategically leverages returns to make your money work for you. Transcript Have you ever heard the phrase, “Let your money work for you”? That’s exactly what compound interest is all about — your money earning money, and then those earnings generating even more […]
