Joe joined Aldrich Wealth in 2022. He has over 15 years of experience assisting high-net-worth clients and business owners with financial planning, portfolio construction, and investment management. At previous firms, Joe has led as senior advisor, operations manager, and partner.

Joe hopes to guide generations of clients in achieving their objectives and ease any worries surrounding difficult decisions. He is passionate about helping clients discover unique solutions to complex financial problems.

Joe graduated from the University of California, Los Angeles (UCLA) with bachelor’s degrees in economics and history. He is a CFA® charter holder, a member of the CFA Society of San Francisco, and has completed the Series 65 securities exam.

In his free time, Joe enjoys spending time outdoors, biking, hiking, and playing with his kids.