portrait of Joseph Wilder
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Joseph

As a child, finances were always limited. Hand-me-downs prevented me from being "in-style" and I was not a stranger to hunger. During this time, I witnessed children from the "other side of the tracks" living comfortable lifestyles.

I began reading every financial piece I came across to discover the missing link from the haves and have-nots. I sought an education in economics and finance. I graduated without debt and began helping others. I continue to learn through ongoing courses, certifications and continuing education. I chose Edward Jones because the firm most closely aligned with my passion of teaching, helping and...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Sustainable investing
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • University of PhoenixMasters
  • Cal State Univ-SacramentoBachelor of Arts

Personal Interests

  • Traveling
  • Backpacking
  • Camping
  • Snowboarding
  • Cycling

Team Members

  • Irma Serna
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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