Broker Check
Joe Harry

Joe Harry

Executive Assistant

Joe is an Executive Assistant for Phil Mottini at Plan Well Live Well and the newest addition to the team. He brings previous financial industry experience and a passion for finance and 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.