Learn About Joseph Miranda
Professional Background
Joseph discovered his passion for financial planning while taking finance classes as part of his business program at California State University San Marcos (CSUSM). His love for analyzing data and developing strategies prompted him to pursue a career in financial planning with a desire to make a positive impact on clients' lives. After graduating, Joseph relocated to Carlsbad and joined The Financial Team, Inc. as an Admin. Due to his dedication to learning and mastering the business, he was promoted to Paraplanner within six months, working closely with two Certified Financial Planners (CFPs) to create effective financial plans and strategies for their clients. Joseph is now pursuing his CFP Certification through Biola University and aims to continue growing his skills and knowledge with Mission Wealth.
Joseph received his Bachelor of Science in Business Administration from California State University San Marcos.
Personal Pursuits
Joseph Miranda is passionate about contributing to his community and is always looking for ways to get involved. Whether he's in his hometown of sunny San Diego, California, or visiting his Mission Wealth team in Scottsdale, Arizona, he enjoys engaging in a diverse range of activities. Joseph leads an active lifestyle, which includes running, surfing, and weightlifting, and he also nurtures his intellectual curiosity through his love for reading and learning.
Community Impact
Joseph is a dedicated member of his local church, where he serves as both Youth President and Junior's Group Mentor. He is passionate about nurturing the next generation of young people and focuses on bringing them together through teachings, mentorship, and well-planned activities. In addition to providing emotional support and encouragement, he strives to create a welcoming and inclusive community where everyone feels valued and supported.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.