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Biography

Joe is a Partner and Practice Leader of the Santa Barbara office. He balances his management duties with time spent working directly with the firm’s clients. With over 15 years in wealth management, he specializes in working with executives of early stage companies; helping them understand their equity and make informed decisions based on their specific goals.

Prior to joining Cerity Partners, Joe was the Director of Advisory Services at West Coast Financial and served on the Investment and Executive Committees. In addition to serving clients as an advisor, Joe led a number of strategic initiatives across the firm.

Education

  • B.S. in Financial Mathematics and Statistics from the University of California Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor® (CPWA®)
  • Finance Committee Member at the Teddy Bear Cancer Foundation

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.