Retirement Consultant
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My name is Joseph and I am originally from Florida! I went to school at UF for wildlife ecology before realizing finance is the field for me. I currently have a series 6 and 63, along with active insurance licenses.
My current role services just about any aspect of retirement management and planning imaginable. However, I prefer the annuity side of things since that is going to be the future of retirement income. No more working the same job for 30 years to afford a pension that covers you for life.
The future is work your jobs, contribute to retirement, and work with a specialist to annuitize and be set up for a lifetime income stream that makes the most sense for their financial situation!
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University of Florida Climbing Wall Supervisor: June 2017 - March 2020
University of Florida BS in Wildlife Ecology and Conservation
