Joseph V. Volz

Joseph V. Volz

  • CFP
  • Director
Joe Volz is an investment professional with more than 25 years of experience. His goal is to help clients focus on their personal and professional lives by building tailored long-term plans. He focuses on addressing clients’ personal concerns and family circumstances around their key financial goals.

Joe’s role on the team is to create strategies which help clients cope with the risks inherent to their corporate benefit and equity compensation plans. He helps clients identify potential issues with concentrated wealth, including business ownership, and single stock risk.

Through extensive training and testing Joe earned the CFP®, CERTIFIED FINANCIAL PLANNER™ professional designation in 2002. He received a B.S. at the University of California, Irvine in Applied Mathematics.

Since 2006, Joe has lived in Fountain Valley with his wife Erin and their twin daughters. Joe has been an active leader in the Huntington Beach community coaching soccer in AYSO and Club level for more than a decade. He especially enjoys cycling, fishing, camping and surfing with his daughters.

CA Insurance License Number 0C59705. Resident State CA.

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