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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, Series 7 and Series 63, Joseph joined Storen Financial in 2021. Some of his responsibilities include client support, assisting with investment operations, and annual review and client appointment preparation. Being 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.

 


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