Joseph Hodapp

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.