Joseph Sweis, CFP®, CPWA®

Joseph Sweis, CFP®, CPWA®

Managing Director

What's your why?

“Coming from a family of entrepreneurs and self-made successes, I understand the value of hard work and what it takes to become successful. My father immigrated to the U.S. in the 70’s with only $60 in his pocket. Years later my then parents started a business, built their portfolio, and are now enjoying an impactful retirement in the San Francisco Bay Area. My experience and the experiences around me are what make me a diligent steward of the trust my clients place in me. My passion for helping others and investing is what drives me to help clients reach their successes.”


As a seasoned industry veteran, Joseph brings 14 years of insight, experience, and market knowledge to the firm. Joseph holds the designation of Certified Financial Planner (CFP®),Certified Private Wealth Advisor (CPWA®), a B.S. in Business Management, and is fluent or has advanced knowledge of 3 languages. Joseph currently resides in Walnut Creek, CA with his wife and three children. He enjoys an active and healthy lifestyle, and his interests include outdoors,practicing Muay Thai (kickboxing), watching the 49ers, reading, traveling, and good food.

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