Joe is an Registered Administrative Assistant for Phil Mottini at Plan Well Live Well. He currently holds his CA Department of Insurance license, Series 7, Series 24 and Series 66 and strives to continue adding to his registrations. Joe brings financial industry experience and a passion for stocks, finances and financial markets in general.
Before joining the Plan Well Live Well team, Joe worked as a Registered Representative for a formerly registered broker-dealer.
Joe graduated from California State University, Chico with a Bachelor of Arts in Communication Studies and a minor in Business Administration. In his spare time, he enjoys spending time with his wife and son.