Joseph DeMaria CFP®
As a financial consultant with SoCal Wealth Management, I enjoy providing a personal approach to clients’ needs with sound, long-term strategies to help them pursue their goals and dreams. My focus is to deliver comprehensive financial strategies by serving as a single point-of-access to a team of specialists in retirement planning, extended care planning, and wealth transfer.
I specialize in wealth management by providing investment and insurance recommendations for CU SoCal Members and providing assistance with income needs by focusing on three key financial goals:
- Wealth accumulation
- Security and independence
- Transfer of assets
With more than 20-years of experience in the financial services industry, I have helped guide clients through numerous market cycles.
Education, Certifications, Accreditations, and Registrations
BA in Business, Pepperdine University
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Series 7 and Series 65 registrations held through LPL Financial
When I’m Not Working
I enjoy a myriad of outdoor activities and am passionate about volunteering for The Reserve/Richard and Donna O-Neill Conservancy.
Give me a call at 714.626.1415 or email JDeMaria@CUSoCal.org