Joseph Christian, CFP®, WMCP®
Financial Planner, Lead
A graduate of Loyola Marymount University with a degree in business administration with a focus in Finance, Joseph is a CERTIFIED FINANCIAL PLANNER™ and holds a Wealth Management Certified Professional® and ChFC® designation.
A native of Newbury Park, CA, Joseph started his career in financial services in 2016 as an agent with MassMutual. In 2017, Joseph joined the wealth management practice of Christopher Bieler, where he has held various positions in Insurance and Investments Operations. Soon after achieving his CFP®, Joseph was promoted to Financial Planner, Lead, where he focuses on designing and implementing business and personal financial plans.
Joseph has a strong passion for his community and baseball. As an accomplished collegiate player, he volunteers his time at inner-city youth camps, where he instills his knowledge of the game in those who share his passion. As an Eagle Scout recipient, Joseph still takes the occasional camping trip.