Joseph Christian, WMCP®

Director, Operations and Client Experience

A graduate of Loyola Marymount University with a degree in business administration with a focus in Finance, Joseph holds a Wealth Management Certified Professional designation (WMCP®) along with a series 7 and 66 registrations with FINRA and is licensed in the state of California for life, accident/health and variable insurance products.

A native of Newbury Park, CA, Joseph started his career in financial services five years ago working first as an agent with MassMutual and later as a Client Services Representative for Christopher Bieler. He was later appointed to Client Services Manager where he focuses on operations, client experience, and para-planning.

Joseph has a strong passion for his community and baseball. As an accomplished collegiate player, he volunteers his time to inner city youth camps where he is able to instill his knowledge for the game to those who share his passion. As an Eagle Scout recipient, Joseph still takes the occasional camping trip. 

Phone 818-914-2651
Mobile Phone 805-390-1497