Joey Bocci
- Role
- Financial Advisor, Certified Financial Plannertm at Raymond James
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Joey Bocci
I founded Joey Bocci Financial with a mission to help individuals and families navigate…
Experience
Financial Advisor, Certified Financial Plannertm
Aug 2016 — Present
My goal is to help everyone I meet understand the importance of money—as a means to an end, not as an end itself—and to help them both create and achieve financial goals for themselves and for their families. Specializing in- Retirement Planning - Estate & Charitable Planning - Education Investing - Investment Management - Cash Management and Borrowing - Business Planning - Risk Management - Fixed Income Bond Solutions Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC Joey Bocci Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Education
Community College of the Air Force
A.A.S., AMT
1999 — 2001
Pepperdine University, The George L. Graziadio School of Business and Management
Executive Certificate in Financial Planning, Financial Planning and Services
2014 — 2015
Colorado Christian University
MBA, Leadership
2005 — 2010
Metropolitan State College of Denver
BS, Aerospace Operations
2002 — 2004
Skills
- Retirement Planning
- Investments
- Strategic Planning
- Team Building
- Sales
- Investment Education
- Financial Advisory
- Public Speaking
- Estate Planning
- Leadership
- Small Business
- Management
- Financial Planning
- Customer Service
- Training
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