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Growing client concerns in government taxation, stock market losses, and uncertain future retirement planning were the catalyst to Bobby’s success. During his career in the financial services industry, Bobby has shown excellence in his strategic planning through intense research for today’s constantly changing financial environment. Wealth preservation and growth are the two attributes that he believes should be the cornerstone of every client’s portfolio.
Bobby is not only a trusted advisor to his clients, but he is also a trusted advisor to other industry leaders. Bobby has partnered with the top financial services providers in the United States and serves as an invited guest at many of these organizations for input on product development, business strategies, and client/agent relationships.
“Whether it’s an alternative investment that doesn’t correlate to the volatile stock market, or investment grade life insurance plans to avoid taxation, I believe that every client is different and deserves the full service and problem solving techniques that are available to us today. Through these advanced techniques. I plan on helping everyone get in a better financial place, one family at a time.”
Bobby Joseph Armijo is President and Founder of Joseph Financial Inc, a financial services firm. Bobby has been in the financial services industry for nearly a decade and a half and carries a series 65 Uniform Investment Advisor and State Law Exam license for financial consulting, as well as a California State Insurance license.
Outside of his practice, Bobby enjoys traveling when time allows it. He has been through different parts of the world including: Japan, Thailand, Hong Kong, Philippines , Malaysia, China, Macau, Italy, Germany, Panama, Colombia, Costa Rica, Mexico, and The Bahamas.
He is also currently part of the Gracie Academy in Brazilian Jiu Jitsu both as an active competitor, and in the pursuit of his Black Belt