Growing up with nothing is a reality for millions of people across the world. Joe Morales, a wealth strategist who has provided financial solutions to countless families and individuals from all walks of life, is familiar with making do with limited resources and knows how important it is to secure one’s resources.
Joe grew up as a first-generation Mexican-American and his background tells a familiar story that resonates with millions of other families who do not have a lot to offer in terms of money but strived, nonetheless, to make ends meet. “My parents did not have much and did everything they could do to provide,” he once shared, explaining how he became intimate with the desire to rise above one’s situation and the driving force behind why he steered his life towards a future of financial stability.
Joe’s years at school gave him some of the first tastes of success. He was the first freshman in his school’s history to play varsity football and start as a linebacker at South El Monte high. He is a two-time All-CIF (California Interscholastic Federation) and all-league honoree who led his team to two playoff appearances. In college, he was a student-athlete who majored in Criminology and Sociology.
His current triumphs as an advisor stemmed from his fateful decision to become an entrepreneur. Motivated by the vision of changing his family’s legacy, Joe has grown to become one of the most sought-after financial champions.
As a wealth strategist, Joe provides help to a wide range of clients. He has assisted athletes in the National Football League, business owners, and multitudes of families from all walks of life. His list of clients easily demonstrates how inclusive Joe is in giving help to those who need it.
His mission is clear for him — it is to build and protect wealth for families. Joe believes in the importance of safeguarding one’s resources and avoiding unnecessary risks. As part of Dream Givers Financial, Joe offers services and products from over 221 truster providers, providing his clients with a wide range of options from which to choose.
Joe takes time to consider the needs and goals of each client. He customizes his approaches and the solutions he suggests to suit the financial situation of the client. “One size almost never fits all — especially when it comes to your financial needs and goals,“ he explains. This personal touch to every strategy ensures that every individual or family is given the most appropriate tools to help them overcome their financial woes.
Empowering individuals and families to achieve their respective dreams is at the heart of Joe’s work. When asked about what his focus is, he answers, “Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges.” By equipping clients with the knowledge and ability to save, protect, and grow money, Joe is making the dream of financial stability a reality.
Currently, Joe is on the lookout for passionate and dedicated new agents. “We are looking for people that want to dominate the financial space. If this is you, I want to hear from you,” Joe remarks, inviting those who are ready to become a force for good in the world and help people whose finances are in shambles.
Hand in hand with like-minded individuals dedicated to providing financial solutions that give customers peace of mind, Joe is set to continue servicing more clients and providing them a secure platform. Expounding on the need for a proven platform, he says, “To build a business as big as you can dream, you need a proven platform that enables you to run your business, not be run by it — and a business model that rewards success, regardless of your background or past experience.”
With his niche expanding to include all National Football League athletes, celebrities looking for financial insurance, and entrepreneurs wanting to learn more about financial concepts, Joe is bound to improve more lives.