Joe DeLisi, Financial Advisor

Joe DeLisi, Financial Advisor Financial Advice Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian.

OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and I

nsurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License Number: 0D34103

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2024-1527/

12/27/2025

Don’t ignore rebalancing, why your portfolio needs it now.
Joe DeLisi Financial Podcast Episode #52

12/27/2025

Forget predictions. Master your long term I vestmet strategy NOW!
The Joe DeLisi Financial Podcadt episode #52

12/27/2025

Why rebalancing your portfolio is crucial! Episode #52 of Joe DeLisi Financial podcast.

12/09/2025
An update to last year's "allow us to worry for you" theme....
09/14/2021

An update to last year's "allow us to worry for you" theme....

In March of 2020 I began to write what I was feeling at the time. That feeling was a type of worry. I wasn’t worried that markets would crash and never recover, I was worried my clients were concerned about something they couldn’t control and mostly couldn’t really understand. The article I pu...

04/24/2021
My closing thoughts to my clients about 2020...I think everyone did an amazing job at staying disciplined through it all...
12/29/2020

My closing thoughts to my clients about 2020...I think everyone did an amazing job at staying disciplined through it all. Please read my latest blog:

On January 3rd of 2020 I responded to a client email who was asking about advice she received from a trusted family member. The advice was centered around her taking a less diversified approach and to “push it a little” because of the good year stocks would have in 2020. Below is an excerpt of t...

Merry Christmas!
12/25/2020

Merry Christmas!

Address

8906 Spanish Ridge Avenue, Suite 110
Las Vegas, NV
89148

Telephone

+19014686655

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