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Meet the Team – Joseph Cavazos

by | Dec 1, 2021 | Meet the Team

Joseph Cavazos

Financial Assistant

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. Some of his responsibilities include client support, assisting with investment operations, and assisting with annual review and client appointment preparation. Since he is very interested in long-term financial planning, Joseph plans on one day becoming a CFP. Joseph is a fan of Texas football and enjoys playing music with his friends.

Joseph holds the Series 7 and 63 registrations with LPL Financial.


Click here to learn more about the other Storen Financial team members.

 




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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized investment or tax advice. Brass Tax Wealth Management, Storen Financial and LPL Financial are not affiliated with any of the other referenced entities.