Advisor Profile

Joanna is a Senior Director of Wealth Management at Choreo in Orinda, California. With over 30 years of experience in the financial services industry, she takes a holistic and client-focused approach, recognizing each individual's unique goals, concerns, and aspirations. Her success is built on a simple yet powerful skill - listening. By deeply understanding her clients' stories, she crafts personalized wealth management strategies designed to help them achieve financial security and fulfillment. 

Joanna's career spans a range of roles in financial services, including wealth management and institutional trading. She began her career at Prudential Securities and later held positions at UBS and Citi before becoming a Financial Advisor at Edward Jones. She then joined Enso Wealth Management, where she was promoted from Director, Financial Services to Principal. Her expertise includes portfolio strategies, charitable giving, estate and legacy planning, asset protection and allocations, and market analysis. She believes in a collaborative approach to problem-solving, ensuring clients receive tailored solutions that align with their financial goals.

Beyond her professional work, Joanna is an active volunteer in local schools and with the Cystic Fibrosis Foundation. Outside the office, Joanna enjoys spending time with her husband, two sons, extended family and friends. She finds joy in reading, hiking, yoga, and cooking, embracing every opportunity to connect with others and create meaningful experiences.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• AAMS®
• Member of the Lafayette Library
• Learning Center Foundations Investment Committee
• Boys Team Charity Member

EDUCATION

• B.S. in History, California Polytechnic State University at San Luis Obispo