Jan 3, 2023
For over 23 years, Joe has acted as a wealth advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. On his exit planning podcast, The Ripcord Moment, he showcases the owners and their team of trusted advisors, who have navigated challenges, structured successful deals, and ultimately achieved their perfect landing.
Over the past two years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners and entrepreneurs make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years. By working with business owners, Joe aims to bring resources and planning expertise to help integrate their personal, financial and business aspirations.
Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for three consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor, a member of Planning Advisor, a member of ProVisors and the EPI Thought Leadership Council. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to better prepare owners for the successful exit of their business.
Joe is involved in the Boys & Girls Clubs of Greater Conejo Valley, and enjoys playing guitar, practicing Brazilian Jiu Jitsu, reading, and spending time with family.
To connect with Joe you may reach him on 818-591-6219 or firstname.lastname@example.org
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here