Joseph Cavazos
Investment Advisor Representative
Joseph graduated from Ball State University in 2019 and began his career in finance as a retail investment service professional. After earning his SIE credential, he joined Storen Financial in 2021. Today, he plays a crucial role in supporting the firm’s daily operations and client relations. Joseph brings over seven years of experience in investment operations, client portfolio management, transaction processing, and regulatory compliance. In preparation for client appointments and annual reviews, he manages document gathering, analyzes portfolios, and helps develop strategic recommendations. He ensures every client receives timely, accurate information while swiftly addressing questions and concerns.
Passionate about financial education, Joseph actively collaborates on our Young Professionals Program to teach younger clients about financial literacy and investment strategies. His dedication to long-term planning drives his current goal of becoming a Certified Financial Planner (CFP), which will allow him to offer even more comprehensive guidance. Currently, Joseph holds the Series 6, 7, 63, and 65 registrations with Simplicity Investments.
Outside the office, Joseph enjoys weightlifting, kickboxing, fishing, playing music, and spending time with his wife and family. He also enjoys golf—look out for him and other team members at the local course on the weekends!
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