About
Joe is a CPA with more than 40 years of experience helping individuals and small businesses with accounting and tax planning. A graduate of California State University, Fullerton, he specializes in small business accounting, financial statements, tax preparation, and estate planning. Before joining Wealth Enhancement, Joe owned a successful CPA firm for 38 years, where he built lasting client relationships through an integrated approach, collaborating with attorneys and financial planners.
Outside of work, Joe enjoys golf, fishing, and spending time outdoors with family and friends.
