Joe Seiley, MBA, CRPS®

Joe Seiley, MBA, CRPS®

Partner

Phone: (619) 697-2684
Fax: (619) 697-8257
E-mail:

 
 
            Qualifications
  • State Securities registration: Series 66 (Uniform Combined State Law) 
  • Professional Designations: Chartered Retirement Plans SpecialistSM (CRPS®), Masters of Business Administration (MBA), San Diego State University
  • 20 years experience in customer service, technology, operations and general business management.
  • Bachelor of Arts, Brigham Young University
 
            Responsibilities
  • Leads day-to-day efforts to carry out corporate strategy
  • Investment product research and tracking
  • Portfolio analysis, construction & asset allocation
  • Implementation of financial plans and investment recommendations
  • Information technology infrastructure, implementation and training
 
            Personal Information
 
Joe joined the firm in January of 2005. He is a husband and father of 5 children. He actively volunteers in his local church youth program and enjoys a variety of outdoor activities with the Boy Scouts. Joe has lived and worked in Taiwan and several countries in Europe and speaks Mandarin Chinese. Joe loves swimming, golf, history, current events and Padres baseball.