Senior Partner/Wealth Planning
Joseph emerged from the world of professional sports and entered finance after a successful coaching career himself. He likes the coaching and strategic aspect of financial planning and has discovered that many of the same tools he used with athletes transfer over very well to this realm as well. This inspired him to author and publish a financial book directed towards the professional athlete. He earned his MBA-FP from Cal Lutheran University where he graduated in the top 10% of the graduating cohort and was asked to join the Sigma Beta Delta International honor society. He is also a Certified Financial Planner CFP® and willingly holds himself to the strict professional and fiduciary standards that come with this respected designation. Additionally, he maintains a plethora of industry licenses including a Series 65, Series 3, Series 7, Series 79, SIE, and insurance license. Before joining forces with Seven Wealth Management he owned and operated an independent RIA and a GIB futures firm. As he works alongside the talented staff of Seven Wealth, he is also the CEO of Seven Private Ventures – our sister broker dealer. “I personally love being part of a firm that truly takes pride in understanding both our clients personal and business needs, is not afraid to think outside the box, and develops customized strategies for each unique circumstance.”
Chief Operations Officer
Michael Gregory holds BA in Sociology with a Concentration in Law. He spent 11 years in transportation and distribution management while maintaining full operational and transportation responsibility for Cardinal Logistics Management, a Wal-Mart produce vendor. In this role he managed Home Depot’s home delivery program for Los Angeles County which entailed 53 stores. Additionally, he maintained full transportation and operational responsibility of 4 separate HD supply plumbing operations with multiple distribution channels to large clients such Kraft Maid, Mills Pride, and American Shower & Bath. As a Partner of YYC Financial, a digital marketing company focused on lending solutions, he was able to assist companies in the provision of their working capital needs. Due diligence is of paramount importance when it comes the discovery of good business opportunities and Michael is a master at vetting these businesses from an operational standpoint. His input is invaluable to us at Seven Wealth Management and we rely heavily on his expertise before we deploy capital into the Private Equity sector.