Joseph Cavallo, CFP®

Joseph A. Cavallo is a CFP® that has been involved in the financial services industry since 2007. As a professional, nothing is more rewarding to Joe than seeing his clients succeed in improving their quality of life and accomplishing their financial goals. Financial planning is the process or tool he uses to help his clients make better and more efficient financial decisions. Joe wants to build a long lasting relationship with his clients. To accomplish this, he works hard to earn and preserve his client’s trust.

Joe earned his Bachelors of Science degree from California State University of Long Beach. He was also the first to advance from FMN’s rigorous mentoring program and has since become a Registered Representative of FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network Inc. He holds Series 7 (general securities representative exam), Series 66 (Uniform Investment Adviser - Combined State Law Exam), life, health, and disability licenses. Joe is also a member of the Financial Planning Association.

Joe, his wife Kim, his sons James and Jordan, along with their dog Taz enjoy spending their free time being active, traveling, and spending quality time with family and friends.