Joe started his financial career working for one of the largest Property and Casualty companies in California in 1994. Since then he has progressed in managing financial brokerage offices in California working with a variety of financial products and services. Starting in 1994 Joe shifted to personal service for his clients, in this way he serves the needs of the client first and not any Financial or Insurance Institution, and then will offer suggestions as far as filling those needs with financial strategies and products that make sense.
The basis for this service is built on mutual trust and “Doing the Right Thing” for the client. Joe also has held seminars for Protecting Assets Against Catastrophic Illness & Long Term Care. Joe is a member of the “National Association of Financial and Insurance Advisors” and whether it’s formulating a savings or retirement plan, Estate Planning, or assisting with Long Term Care Planning, he takes each individual situation seriously. Additionally, Joe has never lost one penny of his client’s monies, because First Fidelity Financial and Insurance Services only offers “Safe Money Solutions”.