Advisor Profile

Joseph Sweis

Consultant

Coming from a family of entrepreneurs and self-made successes, Joseph embraces the value of hard work and what it takes to become successful.

Joseph has nearly 15 years of experience as a financial advisor. The son of an immigrant who found the American Dream, Joseph is conversational in three languages (Arabic, French and English). His diversity of experience and perspectives enables him to advise his clients with alacrity, empathy with an understanding of the market.

He lives in Walnut Creek, CA with his three children.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

  • CFP®
  • CPWA®

EDUCATION

  • Bachelor of Science, San Francisco State University