Joseph C. Koch
Managing Director @B. Riley Wealth Management
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WORK HISTORY
Managing Director @B. Riley Wealth Management
Joseph C. Koch, CFP® has over 40 years of investment experience servicing clients and their financial needs. He started his career in the financial services industry in 1985 and has aspired to complete the best possible education and licenses to serve his clients. Since 1994, Joseph has carried the prestigious designation of CFP® - Certified Financial Planner™. I have helped clients to achieve their financial goals and life plans. Using a comprehensive wealth management strategies, I assist individuals and businesses to help reach retirement, education, charitable and estate planning objectives. Working one on one to tailor individual plans, I develop strong personal relationships with generations of families to become a lifelong resource to clients building their wealth and protecting legacies.
EDUCATION
Western Michigan University
Bachelor of Business Administration, Finance, Economics & General Business
College for Financial Planning
CFP® Professional Education Program, Certified Financial Planner
SKILLS
ABOUT JOSEPH C. KOCH
As CEO & Managing Director, for Blue Mountain Wealth Management, I continue to grow…
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