Joseph began his career at Herrick Wealth Advisory in February 2024.
Prior to HWA, Joseph graduated from the University of Oregon in June 2023 where he received a bachelor’s degree in Economics with a minor in Business and was a member of Theta Chi Fraternity. Like Matt, he is also a native of San Jose and is a graduate of Bellarmine College Preparatory.
He mainly aids with new account openings, asset transactions, and many other functions needed to better serve the client. Joseph hopes to continue growing in the financial services industry and eventually become a Certified Financial Planner in the coming years.