Joseph Sweis (AIF®, CFP)

Joseph Sweis focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Professional Athletes or Entertainers
  • Retirement Planning & Distribution Rules

Planning Specialties

Please visit our website for additional details

www.pearlwealthadvisors.com

Additional Information

As an industry veteran and Merrill Lynch alumnus, Joseph N. Sweis founded Pearl Wealth Advisors on the premise that no person who desires to enhance their financial life should be left under served and without access to sound, unbiased, and transparent financial advice.

Joseph holds the designation of Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), a B.S. in Business Management, the Series 7 and 66 FINRA registrations, and is fluent or has advanced knowledge of 3 languages. Joseph currently resides in Walnut Creek, CA with his wife and two children. He enjoys an active and healthy lifestyle and his interests include playing soccer, watching the 49ers, reading, traveling, and good food.

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. He started a business, built his portfolio, and my parents are now enjoying a successful retirement in San Francisco. My experience and the experiences around me are what make me a diligent steward of the trust my clients place in me.

- Joseph N. Sweis

NAPFA Start Date

February 15, 2018

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This Office

1350 Treat Blvd Ste 170 Walnut Creek, CA 94597-7972 Phone: (925) 391-1591