About My Practice
The path to financial independence has changed. In a world where pensions are disappearing, the cost of higher education is rapidly increasing, and the stability of Social Security is in question, we are being asked to take greater responsibility for our financial futures. To meet the task, we must be knowledgeable about the opportunities, risks, and solutions that will affect us as we strive for financial security and work to preserve our wealth for the generations that follow.
Against this backdrop, Wisdom Wealth Strategies is uniquely positioned as a resource to our clients. We recognize that Americans are in critical need of unbiased, objective, expert guidance for their financial decisions. We are committed to a process that provides transparency and clarity. As independent advisors without selling agreements or product contracts, we are free to provide what is truly important:Expert Guidance and Purposeful Planning.
A WORD FROM JOSEPH: I believe the ever-evolving financial planning profession requires ongoing education and my enthusiasm for learning and sharing knowledge permeates all aspects of my career. I teach Retirement Planning and Employee Benefits at the College for Financial Planning and I speak frequently to students at Metro State on financial planning. In addition, I have been interviewed by Colorado's 9News and I am a frequent contributor to the station's Moneyline9 segment
Born and raised in Southern California, Joseph moved to Boulder where he earned his degree from the University of Colorado. He quickly fell in love with the Denver-Boulder area and the state of Colorado where he was lucky enough to discover a passion for a career in the financial planning industry.
Joseph started his financial planning career with a firm in Denver where he spent 6 years holding the titles of Sr. Investment Exectutive and Training Manager. He left the firm and founded Wisdom Wealth Strategies. Wisdom Wealth Strategies is the product of continuous, diligent, practical experience focusing on the financial planning needs of Americans.
Joseph and his wife have two daughters. He enjoys skiing, cycling, and spending time with his family.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Enrolled Agent
Cadaret, Grant & Co., Inc. www.cadaretgrant.com
"Securities offered through Cadaret, Grant & Co., member FINRA/SIPC. Wisdom Wealth Strategies and Cadaret, Grant are separate entities"
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.