Certified Financial Planner™


Joseph graduated from San Diego State University where he completed his Bachelor of Science in Financial Services and earned his Certificate in Personal Financial Planning. He passed the CERTIFIED FINANCIAL PLANNER™ exam after graduation and now holds the CFP® certification. Joseph enjoys working in the Planning Department at Pure as a part of the comprehensive and collaborative planning process. He also shares and furthers his knowledge by serving on the board for FPA NexGen – San Diego.

Joseph grew up in northern California in the college town of Davis. He moved to San Diego to go to college in 2017 and has found it impossible to leave. In his free time, he enjoys golfing and skiing. When he is not outdoors, Joseph prefers to relax by watching movies.