He received his Bachelor’s Degree in Mechanical Engineering from San Diego State University after completing his first two years at the United States Naval Academy. Joel utilizes a sophisticated platform of investment and insurance management tools to better serve his client's financial needs. His engineering background has given him the technical ability to take complex concepts like retirement a
nd risk management and pull them together to help create a robust plan for his clients. Joel believes that planning is the key to success and a solid client-advisor relationship is necessary to accomplish one's goals. Our services include:
•Fee-Based Wealth Management
•401(k), 403(b) and Defined Benefit Plans
•Pension Planning and Payout Alternatives
•Risk Management Through Life and Disability Insurance
•Estate Conservation and Charitable Giving Strategies
•Business Protections and Succession Planning
Domiciled in CA, CA Insurance Lic. 0F68566
I am licensed to sell securities in: CA, AK, AZ, CO, FL, GA, HI, ID, IL, IN, MN, MO, NV, NJ, NY, NC, OR, TX, WA. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3435 Wilshire Blvd., Suite 2900 Los Angeles, CA 90010. Greater Pacific Solutions, Insurance & Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
