Before joining Capital Group in 2006 as a Senior Vice President, Private Wealth Advisor, Joe served as CCF’s executive vice president and COO. Joe’s commitment to effective philanthropy was in part shaped by his 16 years at CCF. He has remained one of CCF’s strongest supporters for more than 30 years and shared, “If you love something, you support it.”

That support has been evident in his partnership with CCF to help his clients bring about positive change in their communities and the world around them. “It is important to not only give back but to do so in a way that creates meaningful and measurable impact,” he said. Joe is driven by a desire to ensure his clients not only realize their philanthropic goals now, but through a legacy.

Capital Group’s encouragement of its leaders to actively participate in community initiatives resonates deeply with Joe. His involvement in various boards and organizations reflects not only his dedication to philanthropy but also his belief in the power of relationships to drive positive change.

During Joe’s time working with Antonia Hernández at CCF, he quickly learned the importance of having a grounding in the community. “She taught me to look at myself and embrace my own roots. I learned the value of leading with my story and seeing it as part of my power. I am grateful for that.”

One of Joe’s strengths has been his ability to bridge communities. In envisioning Los Angeles County’s future, he sees it as a positive and diverse community, with CCF playing a crucial role as an organization able to build bridges across various demographics. His vision extends beyond financial stewardship, emphasizing the importance of community relationships in fostering a vibrant and inclusive environment.

Joe’s reflections underscore the significance of his humble beginnings, “I always go back to my parents taking care of me and the nuns, and it fills me with so much gratitude.” It is with gratitude and responsibility that Joe leads whether through his work at Capital Group or during his tenure at CCF. Joe’s story is one of growth, collaboration, and impact. His ability to seamlessly integrate financial expertise with a deep commitment to community service has made him a driving force as an advisor and a philanthropic partner.