Joseph Cavazos
Financial Assistant
After graduating from Ball State University in 2019, Joseph began his career in finance as a service professional, helping retail clients with their investments. After obtaining his SIE, Joseph joined Storen Financial in 2021 and plays a crucial role in supporting both the firm’s operations and its clients. His responsibilities encompass a variety of tasks that contribute to a positive client experience, including ensuring that clients receive timely and accurate information about their investments, as well as addressing any queries or concerns they may have. Joseph also assists with investment operations, which includes managing client portfolios, processing transactions, and ensuring compliance with regulatory standards. He also facilitates gathering necessary documents, analyzing client portfolios, and making recommendations for future strategies in preparation for client appointments and annual reviews.
Joseph enjoys collaborating on our Young Professionals Program that aims to educate younger clients about financial literacy and investment strategies. His enthusiasm for long-term financial planning is evident in his aspiration to become a Certified Financial Planner (CFP), which would allow him to provide even more comprehensive advice and guidance to clients in the future.
In his spare time, Joseph enjoys lifting weights, kickboxing, fishing, playing music with his friends, and spending time with his family and fiancée. He also recently started golfing, and you might find him and other members of our team at a local golf club on the weekends!
Joseph holds the Series 6, 7 , 63, and 65 registrations with LPL Financial.
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