Joe Stern
Senior Director, Wealth Management
As a Senior Director of Wealth Management at Choreo, Joe helps individuals, families, and businesses gain clarity and confidence in their financial future. Based in Petaluma, California office, he specializes in financial planning, retirement planning, and advising institutions on 401(k) plan strategies.
Joe holds the Retirement Management Advisor (RMA®) certificate and is passionate about educating clients and designing customized financial strategies to help them navigate their path to retirement. HIs expertise spans investments, asset allocation, wealth management, alternative investments and more.
Before joining Choreo, Joe was a Financial Advisor with Enso Wealth Management and spent more than two decades at Edward Jones, where he helped clients build and protect their wealth.
Active in his community, Joe currently serves on the board of directors for the Village Network of Petaluma. Previously, he served on the board of directors for Healthy Petaluma. Outside of work, he enjoys golfing, hiking, and spending time with his wife and two children.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Retirement Management Advisor (RMA®) certificate, Investments and Wealth Institute
- Petaluma Healthcare District, Board of Directors
EDUCATION
- B.A. English and Economics, Wabash College
- MBA, Washington University in St. Louis
