Joe Stenovec
CERTIFIED FINANCIAL PLANNER™ assisting individuals and small businesses
- Role
- Financial Planner at Wealth Manager Group, Llc
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Joe Stenovec
Joe began his career in financial services about a year prior to the worst recession…
Experience
Financial Planner
Dec 2020 — Present · San Diego, CA, US
Money, investing, taxes and everything personal finance can be daunting to understand. Most people are also busy so taking the time to figure it out may not be their passion with the limited free time they have.I help by taking off the burden when it comes to making sure you are making prudent decisions with your money, so your time is freed up to follow more interesting passions. My passion just happens to be helping people, finance, investing, and taxes. The perfect fit for a Financial Planner. Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
Education
San Diego State University
Business Administration
2002 — 2007
College for Financial Planning
Master of Science in Personal Financial Planning
2017 — 2018
Skills
- Fixed Annuities
- Financial Advisory
- 401k
- Hedge Funds
- Capital Markets
- Series 7
- Retirement
- Strategic Financial Planning
- Investments
- Asset Management
- Iras
- Investment Advisory
- Series 66
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Financial Services
- Wealth Management
- Fixed Income
- Retirement Planning
- Investment Management
- Variable Annuities
- Etfs
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