Broker Check
Oakstone Wealth Management

 
Oakstone Wealth Management
1500 Quail Street, Suite 470
Newport Beach, California 92660
Phone: (949) 387-5211
Fax: (949) 387-5224

 
Joe Colosimo, AIF

Joe Colosimo, AIF

LPL Financial Advisor

Joe Colosimo has been in the financial services field since 2000. He was an educator for fourteen years and has a BA in English and Psychology and an MS in Education. Joe is a member of  Financial Advisor Network (FAN) at Azusa Pacific University, which helps to provide affordable education through planned charitable giving. Joe holds Series 6, 63, 65, and 26 registrations with LPL Financial, along with Life, Health, and LTC licenses. Joe is also a designated 3(21) Accredited Investment Fiduciary (AIF) and is able to offer fiduciary services for retirement plans. He is also a published author.  Joe brings his clients wealth management with a defined process that gives his clients a standard of care that allows them to obtain a work-option lifestyle.  His primary focus is on retirement plans, specifically employer-sponsored plans.  Joe lives in Chino Hills and services much of the Inland Empire.