Joanne has been in the financial services business since 1990 and has provided advice to clients since 1993. Through the course of her career, her goal has been to increase her base of knowledge, help educate her clients on the effects of their decisions, and manage their expectations with respect to their finances.
Throughout her career, Joanne has gained extensive knowledge in retirement planning, distribution planning, estate planning, and philanthropic planning by working with individual clients and on the corporate side of the business. She gained experience through avenues such as the CERTIFIED FINANCIAL PLANNER® certification, industry conferences, corporate education programs, and continuing education programs. In her role as director/regional vice president of marketing for various companies offering mutual fund, 401k and insurance products, she worked with financial professionals in the Bay Area, allowing her to acquire knowledge and strategies from some of the top professionals in the industry. It is in this role that she first became acquainted with Investment House and met Linda, her partner, in the late 1990s.
Joanne is an accomplished speaker and has been a guest speaker at public seminars throughout the Bay Area. She has also been a continuing education instructor for financial professionals, CPAs, and attorneys and has taught adult education courses on finances and investments at various schools in the Bay Area.
In 2006, Joanne opened her own investment management and financial planning practice. She was thrilled to join Linda at Investment House, LLC as a partner in 2011, as she truly believes in the value to clients of a collaborative practice.