Certified Financial Planner™

BIOGRAPHY

Joey joined the Planning Department in January of 2022. Since then, he has earned his CFP® Certification and has been promoted to Planning Support Specialist. He currently leads the assessment team, which consists of analyzing various statements to help the advisor better understand a client’s overall situation. He also enjoys helping and training other members of the assessment team. Prior to joining Pure Financial Advisors, Joey graduated from California State University, Chico, where he majored in Business Management.

Joey was born and raised in Southern California. He moved up north to attend Chico State on a baseball scholarship to further his education. In his free time, he enjoys working out, golfing, snowboarding, and being with friends.